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      Getting Started with Accounts Receivable: Account Managers

      So you're an Account Manager? Congrats! In this tutorial, we'll show how to navigate the Peakflo platform. Let's walk through the following sections: 

      Customers

      Under Accounts Receivable, you'll find the Customers section.

      Customer details have a 2-way sync between Peakflo and your accounting system. All customers created in your accounting system will be present in your Peakflo account and vice versa. The synchronization happens every 5 mins. 

      Customers can also be mass uploaded into Peakflo. Read how to bulk upload customer contacts.

      Customers can also be entered one by one from the Peakflo UI by clicking on the Add New button at the top right of the screen. 

      Read more to know how to assign an account manager to customers. 

      Why can't I see any customers in the Customer tab?

      If you can't see a list of customers, it means that no customers have been assigned to you and you don't have the right access or role. If you want to see all the customers, please contact your admin and change your role to AR Admin or Collections.

      Invoices

      By creating invoices in Peakflo, you can send payment reminders to customers and get paid faster. Peakflo allows you to input invoices in 3 ways-

      Workflows

      With Peakflo’s smart workflows, you can set up automated reminders for WhatsApp, email, SMS, or any other messaging channels.

      How to create a new workflow?

      By default, Peakflo has assigned a workflow to all of your customers. Check this out: 

      WHATS-NEW_JUNE_Set-a-workflow-as-defaut-gif-1

      But let's say you want to create more workflows with your own customizations. Here are the steps to do that: 


      Go to ⚙️ Settings then head to Accounts Receivable Workflow.

      Screen Shot 2023-01-06 at 16.59.27

      At the top right of the dashboard, you’ll see the blue Add Workflow button. Click on it.

      A new window will pop up. Here, you'll need to configure the workflow. 

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      📖Read our guide for more information on how to create and edit a workflow.

      For more information on workflows, follow some of the essentials we've prepared for you:

      Actions

      Adding more actions to the workflow will enable you to trigger personalized, multi-channel reminders to your customers using an escalation matrix. 

      In the workflow section, click on the Create action button. 

      create-an-action-in-the-workflow-full-step

      Customize the action editor as per your needs. Most importantly, choose the type of action between you and your customer. Peakflo supports twelve types of actions, both manual and automatic, from Email and WhatsApp to some manual actions. 

      ACTION-TYPES-WORKFLOW_ZOOMING-IN

      For more info on manual actions such as customer call or office visit, check out the video below. 

       

      Keep track of actions 

      As an account manager, handling a lot of accounts might be a daunting task. 

      Thankfully, Peakflo's got your back. 

      For your day-to-day operations, you can always keep track of the actions and tasks you need to do. 

      Go to Actions

      Screen Shot 2023-01-06 at 16.36.59

      Here you'll see an overview of pending and future tasks that you need to do. You can also filter the Owner name to focus on your actions.

      Click on the task, and you'll see more specifications about the action. The timeline of the customer will also open up so you can track the progress of communications in one go. 

      Dashboards: Get a bird's eye view

      The dashboard allows you to see the overall health of all accounts. Learn about the metrics here.

       

      Reports

      Invoice Status Tracking Report

      REV_Invoice-Status-Tracking-Report+Prediction (1) (1)

      So, you don't necessarily want to see everyone's accounts, right? In Peakflo, you can filter out just the details you care about. To find out what's happening with the invoices, go to Reports and select the Invoice Status Tracking Report.

      Screen Shot 2023-01-06 at 16.38.27
      If you want to focus on the status of your accounts, simply click on the filter icon next to the account manager column and select your name. 


      If you want to access the full timeline of all communications you've had with a certain company, click on the company name. Through the audit trail, you can track all the invoices issued, their statuses, changes to the details, and even view attachments. 

      Here, you can also: 

      • Create tasks in case you want to save certain actions such as following up with a customer on the promise-to-pay date or the next step to be taken for the customer. 

      • Post a note in case you want to align internally on certain matters or keep track of any updates outside of the timeline. 
      • Send ad-hoc messages to customers in case you want to communicate with customers with a customizable text message or a pre-made template. 

      It functions like a centralized workspace to coordinate with your internal team and customers! How cool is that?

      Customer Status Tracking Report

      This report is another gem. It gives you a foolproof way to see what's happening with customers, highlighting who's paid early or late in plain language.

      Likewise, you can click on the filter icon next to the account manager column if you want to focus on the status of your accounts.

      In fact, almost every column is filterable! You can filter company name, payment behavior, customer-to-pay date, and such. 

      Here, you can also: 

      • Add tags to categorize customers for an optimal payment tracking process. Click on the pencil icon to edit.
        JAN-NEW_categories
      • Add promise to pay amount and date. 

        Screen Shot 2023-01-06 at 16.54.28
      • Keep track of the course of action and the last input you've taken. 

        Screen Shot 2023-01-06 at 16.46.54
        If you click on the Course of Action, you'll be directed to the customer timeline where you can see the history of communications and send a follow-up message. 

      • Create a task for you. If you scroll until the end, you'll see the Action column and create a task by clicking on the icon. Assign an owner, add the promise to pay the amount and date, and any details as necessary. 

        AR DEMO_Customer status tracking - Create task (2)



       Customer Portal

      The customer portal is the one-stop-shop for customers to:

      Disputes

      Every now and then, some miscommunications or mistakes will happen. In Peakflo, both customers and account managers can raise disputes. During the setup, you'll need to submit dispute reasons in advance.

      Common dispute reasons include:

      • Delivery not made
      • Double charged
      • Incorrect amount charged
      • Product was damaged or lost

      This section will cover:

      How do you raise a dispute?

      Step 1: Go to the disputed invoice

      Step 2: Click 'Raise Dispute'

       

      Step 3: Select the reason from the dropdown menu and click 'Raise Dispute'

       

      How does a customer raise disputes?

      During the setup phase, you will also need to decide on common dispute reasons for us to pre-load in your payer's portal.

      To raise a dispute, customers can go to the Payer's Portal and click the message icon.

      Then select their dispute.

      dispute

      The workflow will pause and you, the account manager, will see a yellow alert that looks like this.

       
      Screenshot_2021-04-06_at_15.05.05

      How do you resolve a customer dispute?

      When a dispute is resolved, click 'resolve dispute'

      Resolve_dispute

      Managing customer disputes: extras

      In the customer folder, you'll be able to see the invoice in question and problem-solve the dispute. Here you can:

      1. Mark an invoice as paid
        Mark_as_paid_2
      2. Edit the invoice or attach an item in the details tab o (Note: If you're integrated into an external system, we cannot change invoice details.)

      3. Upload files in the files tab and attach screenshots of conversations managed in WhatsApp or other channels before marking the dispute resolved
      4. Track line items

      How can you add more dispute reasons?

      For now, if you want to modify dispute reasons, email us at support@peakflo.co

      Payments

      Payments are either added automatically or manually in Peakflo:

      • Automatically, if the payment is made by the customer through the customer portal. Payment entry will automatically be added to the Payments tab. 
      • Manually, if the payment is made by the customer outside of Peakflo. Learn more how to add payments in Peakflo.

      You can also export payments and import the file. You don't even have to reformat the sheet as we've formatted it so you can import the file straight to your accounting software!

      Credit Notes

      With Peakflo, you can add a credit note and link it to an invoice. This way, document any changes to the invoice and have more control over who creates and approves the credit note!

      Learn more how to create credit notes.

       

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