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How do I create a new workflow or edit an existing one?

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

Workflows can help reduce or even eliminate mundane tasks and streamline your accounts receivable processes, saving you a bunch of hours 🙌

Now, how do you create a workflow?

Create a new workflow

Go to ⚙️ Settings then head to Accounts Receivable Workflow.

accounts-receivable-workflows

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

ADD_WORKFLOW

A window will then popup, in which you’ll need to fill in the following information:

  • Workflow name
  • Maximum credit limit in (currency): Define the maximum credit limit (in your currency) you’d like to set to this customer category until the account is flagged for a credit freeze
  • Maximum credit limit in days: Define the maximum number of days for an invoice past due before the account is flagged for a credit freeze
  • The email address your recipients will see
  • Customer replies will be sent to this email address
  • Contact delay: Set the minimum number of days between each automated reminder

Afterward, you can tick any of the boxes below to allow customers to make certain types of payments.

  • Enable workflow payments: Allow customers to make payments through the customer portal
  • Enable WHT: Allow customers to add withholding taxes to their payments
  • Partial payments: Allow customers to adjust the amount of their payments

Once you’ll filled out all the fields, click Save and Continue.

Edit a workflow

Now, let’s go on to how to edit a workflow.

The process is actually the same as create a workflow. All you have to do is click on any existing workflow that you’d like to edit, and at the top right you’ll see the Edit workflow settings button.

Once you’re in the Edit workflow settings window, the steps are exactly the same as when you create a new workflow. Fill out all the information as required.

edit-workflow-png

Congratulations, you’ve successfully created a workflow 🎉

For the next steps, visit our workflow management page for all the needed information on workflows.