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Accounts Receivable

Accounts Receivable

Getting Started

Accounts Receivable Roles & Permissions

How to set up rules for invoice and customers?

How to set up approval policies for invoices and credit notes?

How to enable professional branding on invoices and customer payer portal?

How to set default tax in Peakflo?

How to add custom fields for customers and mass upload customer names in Peakflo?

How to upload your customer data manually?

How to mass upload customer contacts?

How to mass upload customer invoice details?

How to mass upload working files?

How to mass upload payments?

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

How to subscribe to LINE Messenger App payment reminders?

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Invoice Management

How to create professional invoices with Peakflo

How to create invoice custom field and mass upload invoice custom field details?

How can I attach a file to a customer or invoice?

How to leave notes on invoices?

How to conduct bulk actions on multiple invoices?

How to add withholding tax (WHT) to an invoice?

How to issue a tax invoice (GST invoice) in Peakflo?

How to access e-Faktur Pajak and issue invoices?

How to issue invoices with E-Materai (Electronic Stamp Duty) in Peakflo?

Why does it show E-Materai (Electronic Stamp Duty) failed?

How to create Export Type Invoices in Peakflo?

How can I duplicate an invoice?

How to approve and e-sign invoices

How to sign invoice PDF with Digital Signature Certificate?

How to export invoices?

Where can I find the latest invoices status?

How can I send invoice reminders via ad-hoc email and SMS to customers?

How can I send emails to customers based on invoice parameters?

How to integrate Peakflo with IRP

How to cancel invoices in E-Invoice IRP Portal via Peakflo?

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Workflow Management

How do I create, edit or remove a workflow?

How can I customize my workflow action template with placeholders?

How do I assign workflows to multiple customers at once?

How to set-up reminders based on the Promise to Pay date?

Why are my workflows not firing?

How to disable reminders when outstanding is under a certain fixed amount?

How do I pause or resume workflows for multiple customers at the same time?

How to remove a workflow?

How to delete payment reminder workflows?

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Actions

What is an action and what are the different types?

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 to track the customer queries and replies?

How do I delete a task planned for today?

At what time do the reminders in the workflow get triggered?

What does legal escalation mean?

How to remove disputed invoices in a list of outstanding invoices when sending automatic reminders?

How to create an action for unapplied payment reminder in accounts receivable workflow?

How to manage tasks for unapplied payments?

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Customer Management

How can I add multiple payout methods for my customers?

How can I add, edit, and manage my contacts?

How can I assign account managers and add default viewers to customers?

What are "tags" and how to use them to categorize customers?

How to find the "Customer ID"?

How do I group entities?

How to create and manage tasks?

How can I send ad-hoc emails and SMS to customers?

How can I send ad-hoc WhatsApp and reply to customers?

What is credit limit and how can I use it ?

Where can I find customer credit limits and status information ?

How can I pause or restart reminders for an invoice?

How can I leave comments or notes?

How to give customer timeline and customer portal view access to Peakflo users?

Why are WhatsApp messages not getting delivered to customers?

How to find a specific customer or invoice?

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Customer Portal

How to make payments via the Peakflo customer portal?

How can customers make direct payments via Peakflo?

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 in the Philippines make payments?

How can I manage disputes in Peakflo?

How to upload payment proof and tax proof as a customer?

How to download the statements of account(SoA) from the customer portal?

Limits and Processing Times for Disbursements into an e-Wallet in Indonesia, Philippines, Singapore, USA, and Europe

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Collections

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?

Payment deleted by mistake. What should I do?

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

What do the AR dashboard metrics mean?

What is Invoice Collection Cohort?

How to track the delivery status for payment reminders?

How to access data studio reports?

How to export workflows and actions?

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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 create credit notes for accounts receivable and link to invoices?

How to create credit notes with different currencies?

How to approve and e-sign credit notes

How to unapply credit note?

How to mass upload credit notes?

How to generate IRN and QR code for a credit note

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