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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 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
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?
- How to add a promise to pay date to an invoice
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?
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?
Customer Management
- 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?
- How can I add multiple payout methods for my customers?
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
- What payment methods are supported through the Customer Portal?
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?
- Peakflo can support payment collection for which countries?
- How to add bank fees to offset bank charges in the invoice payment?
Reports
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 and download the credit note PDF?
- How to generate IRN and QR code for a credit note
- How to set up approvals for credit notes?