What's New at Peakflo?

Get the Latest Peakflo Releases

You asked and we answered: stay on top of the newest features and improvements! 🥳

We always strive to give you a better experience. Have product feature you'd like to see or feedback you'd like to leave? Let us know

August Releases

[NEW] Tags for List of Overdue Invoices and Longest Days Overdue

How it works:

Now admins can use new tags in their workflow templates which indicate list of overdue invoices and number of days overdue for longest overdue invoice

 

Why you'll love it:

1. You can easily indicate to your clients which invoices are overdue and how long is the 

     oldest overdue invoice

 

         Take a look:

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[NEW] Reset password functional

How it works:

Now admins can reset passwords for any user in their organization directly from the User Management section.

 

Why you'll love it:

  1.  Save yourself and your users time by sending immediate password reset emails

 

Take a look: 

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[NEW] Set credit limits on a customer level
How it works:
Previously credit limits were only set on a workflow level, but now you can set credit limits for each customer separately
 
Why you'll love it:
  1. This feature provides granular control over credit limits, where you can specify any
       exceptions
  2. Get more accurate reports
  3. Get better transparency of your customer status
 
Take a look:
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July Releases

[NEW] Major Bounce Email Notifications

How it works:

Get notified instantly when your reminder emails don't get delivered.

 

Why you'll love it:

  1. Purge broken email addresses

  2. Find the right active stakeholder

  3. Get paid

 

Take a look:

image

 

[NEW]  Major Adhoc Messages

How it works:

Now you can send an email directly from the invoice in question

 

Why you'll love it:

  1. Send emails when you need to without leaving the platform

  2. Get messages out quickly

 

Take a look:

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[NEW] Tag Updates

How it works:

Customize your communications even more:

  1. Add Account Manager Phone Number with

  2. Add Account Manager Name with

  3. Add Invoice Note with

  4. Add recipient's first name with

 

Why you'll love it:

You already love it! Here's the full list:

✏️ How can I customize my workflow action template? 

 

[Beta] Aging Balance Report

How it works:

In the "Reports" tab, you will find at the bottom called Aging Balance Report. When you click on it, you will be directed to the report (as shown in the screenshot below)

 

Currently, this report is in Beta, please contact us to enable it.

 

Why you'll love it:

Aging Balance Report breaks down the amounts overdue from each customer in time brackets of 1 month, 2 months, 3 months, 6 months, 12 months and more than 18 months overdue. This can help you track who are your biggest defaulters and how long they have defaulted for, in turn helping you focus on recovery from bigger clients. You can also export the report into Excel or CSV on an email address of your choice.

Take a look:

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Customer Tab Filtering

How it works:

Now you can filter the Customer Tab by invoice or account manager

Why you'll love it:

  1. Find what you're looking for faster

Take a look:

image_(1)

 

Invoice Tab Filtering

How it works:

Now you can filter the Invoice Tab by status

Why you'll love it:

  1. Find what you're looking for faster

 

Take a look:

Screenshot_2021-08-03_at_18.49.57
Search By External Ref. ID
How it works:
Now you can search for your customers in Peakflo using the IDs in your accounting software
 
Why you'll love it:
  1. Consistency across platforms
  2. Ease of search
 
Take a look: 
image_(4)

 

June Releases

[Major] WhatsApp for Business Integration

How it works:

Now you can automate messages via WhatsApp for Business

 

Why you'll love it:

  1. Meet your customers where they are

  2. Create natural automated communication that sound real

 

Take a look:

whatsaap-linked-payable

[Major] B2B Payments

How it works:

Now, your customers can pay invoices directly from the customer portal.

 

Why you'll love it:

  1. Customers can help themselves

  2. Frictionless payments

 

Take a look:

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ChargeBee Integration

How it works:

Now, you can connect your ChargeBee accounting software.

 

Why you'll love it:

  1. Autosync your customer data with the platform

 

Take a look:

Screenshot_2021-08-03_at_23.19.34

 

Workflow Duplication

How it works:

Now you can clone your favorite workflows

 

Why you'll love it:

  1. Quickly create new workflows from your fave workflows

 

Take a look:

duplicate_workflow

User Management

How it works:

Manage user roles and permissions for teammates using the platforms

 

Why you'll love it:

  1. Limit access to the features based on role

 

Take a look:

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