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Accounts Receivable
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Accounts Payable
Getting Started
OCR
Approval Workflow
Purchase Requests
Bill Management
Vendors
My Approvals
Budget
Reconciliation
Reports
Accounting
Rules
Custom Fields
Payments
Purchase Quotes
Purchase Orders
Goods Receipt Notes & Service Receipt Notess
Vendor Portal
Accounts Receivable
Getting Started
Invoice Management
Workflow Management
Actions
Customer Management
Customer Portal
Collections
Reports
Credit Notes
Integrations Page
Basics
Xero
NetSuite
Jurnal
Quickbooks
Zoho
MS Nav
Zalo
Legal Notes
Latest Releases
Invoice Management
Reports
Offboarding
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Help Center
Accounts Receivable
New to Peakflo?
Accounts Payable
Getting Started
OCR
Approval Workflow
Purchase Requests
Bill Management
Vendors
My Approvals
Budget
Reconciliation
Reports
Accounting
Rules
Custom Fields
Payments
Purchase Quotes
Purchase Orders
Goods Receipt Notes & Service Receipt Notess
Vendor Portal
Accounts Receivable
Getting Started
Invoice Management
Workflow Management
Actions
Customer Management
Customer Portal
Collections
Reports
Credit Notes
Integrations Page
Basics
Xero
NetSuite
Jurnal
Quickbooks
Zoho
MS Nav
Zalo
Legal Notes
Latest Releases
Invoice Management
Reports
Offboarding
Accounts Receivable
How to remove a workflow?
How to set default tax in Peakflo?
Getting Started
How to mass upload working files?
How to mass upload customer names and details?
How to mass upload customer contacts?
How to upload your customer data manually?
How to mass upload customer invoice details?
How to subscribe to LINE Messenger App payment reminders?
How to enable professional branding on invoices and customer payer portal?
Getting Started with Accounts Receivable: Admin Setup
Getting Started with Accounts Receivable: Accountant
Getting Started with Accounts Receivable: Account Managers
Getting started with Accounts Receivable: Collections Team
Getting Started with Accounts Receivable: Auditors
Accounts Receivable Roles & Permissions
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Invoice Management
How to approve and e-sign invoices
How to integrate Peakflo with IRP
How to conduct bulk actions on multiple invoices?
How can I duplicate an invoice?
How to create professional invoices with Peakflo
How to leave notes on invoices?
Where can I find the latest invoices status?
How can I send invoice reminders via ad-hoc email and WhatsApp to customers?
How to export invoices?
How can I attach a file to a customer or invoice?
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Workflow Management
How to disable reminders when outstanding is under a certain fixed amount?
Why are my workflows not firing?
How do I create, edit or remove a workflow?
How do I assign workflows to multiple customers at once?
How can I customize my workflow action template with placeholders?
How do I pause or resume workflows for multiple customers at the same time?
How to delete payment reminder workflows?
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Actions
How to remove disputed invoices in a list of outstanding invoices when sending automatic reminders?
At what time do the reminders in the workflow get triggered?
What is an action and what are the different types?
What does legal escalation mean?
How can I add a new action in the workflow?
How do I see the actions that I need to do today?
I have an action in my actions tab, what should I do?
How do I delete an action planned for today?
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Customer Management
How can I add multiple payout methods for my customers?
What are "tags" and how to use them to categorize customers?
How can I assign account managers to customers?
How can I add, edit, and manage my contacts?
How to find the "Customer ID"?
How do I group entities?
How to create and manage tasks?
What is credit limit and how can I use it ?
Where can I find customer credit limits and status information ?
How can I send ad-hoc emails and reply to customers?
How can I send ad-hoc WhatsApp and reply to customers?
How can I pause or restart reminders for an invoice?
How can I leave comments or notes?
How to give customer timeline view access to Peakflo users?
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Customer Portal
I can't make a payment in the customer portal. What should I do?
How can parent companies pay invoices for subsidiary companies?
How to make a payment to BNI Virtual Account?
How can customers make direct payments via Peakflo?
How can customers in the Philippines make payments?
How can I manage disputes in Peakflo?
How to make payments via the Peakflo customer portal?
How to upload payment proof and tax proof as a customer?
How to download the statements of account from the payer portal?
Limits and Processing Times in Indonesia, Philippines, Singapore, USA, and Europe
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Collections
Payment deleted by mistake. What should I do?
How do I mark invoice as paid?
How to manually add, delete, or export payments?
How do I check if a payment record is deleted?
How to make payments using the Unique Virtual Bank Account Number
Peakflo can support payment collection for which countries?
How to add bank fees to offset bank charges in the invoice payment?
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Reports
How to export workflows and actions?
What is Invoice Collection Cohort?
How to track the delivery status for payment reminders?
How to access data studio reports?
What do the AR dashboard metrics mean?
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Credit Notes
How to generate and download the credit note PDF?
How to set up approvals for credit notes?
How to generate IRN and QR code for a credit note
How to approve and e-sign credit notes
How to create credit notes for accounts receivable and link to invoices?
How to create credit notes with different currencies?
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