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 a product feature you'd like to see or feedback you'd like to leave? Let us know.

December Releases

[NEW] Offer multiple payment options to your customers.Automatic treatment for withholding tax

Make it easier for your customers to clear the outstanding invoices as soon as they click on their reminders. They can pay by bank transfer (daily settlement), QR code (eg: PayNow/QRIS/UPI etc.) or even credit cards.

Now you can even configure withholding tax adjusted payment options so that your customers just have to select the relevant WHT and pay the auto-calculated remainder amount.

Take a look:

Offer flexible payment options to your customers

[NEW] Track payment proof from customers.Reminders get auto-paused

Your customers can now attach payment proof against outstanding invoices in their payer portal. This makes it easier to map invoices against their payment details and this auto-pauses reminders for the relevant invoices.

Take a look:

Gather payment proof from customers under a single tab & pause reminders-1

[NEW] Add easy to grasp tabulated invoice summary in all reminders

Are you tired of having your customers ask you for a table or summary of all outstanding invoices?

Now by simply copy-pasting variables such as {{table_outstanding_invoices}} and {{table_overdue_invoices}} in your workflows, a tabulated summary of the invoices will automatically show up in all reminder emails sent to your customers!

Take a look:

Add easy to grasp tabulated invoice summary in all reminders

[NEW] Explore multiple ways to create tasks

Apart from creating tasks for your teammates from the customer page, you or your team can now create tasks on the fly right from the actions page. This new feature comes in handy when collection officers or account managers are making calls and want to save a promise-to-pay from your customer.

Take a look:

Explore multiple ways to create tasks

[NEW] Secure access with Google and magic link sign-ins

Information security is a priority at Peakflo. Now you can authenticate the sign-in process of your team via Google or magic links that will be sent to their email when logging in. This update ensures a secure roles-based access for each Peakflo user.

Take a look:

Secure customer data with Google and magic link sign-ins

[NEW] Chase effectively by attaching invoices to reminder emails

Incase your customers do not want to click on a link to view their invoice and would like to see the attachment in the email itself, fret not! Just click on the checkbox ‘Include invoice as attachment’ in your workflow to include the relevant invoice inside the automatic reminder emails. This makes it much easier for your customer to identify which invoice you’re following up on.   

Take a look:

Chase effectively by attaching invoices to reminder emails

[NEW] Reset your password with ease

Now users in your organization do not have to request their admins to reset password incase they forget. A simple self-serve button will send a secure reset password link straight to the user email. 

Take a look:

Reset your password with ease

[NEW] Step-by-Step video and written instructions for uploading customer data

Incase you have not integrated peakflo with your accounting software, watch this detailed onboarding video here to learn how to upload your customer data manually.

Take a look:

Step-by-Step instructions to upload customer data without any hassle

[NEW] Upload customer contact details with either email or phone number

To speed up your onboarding process, you can upload either a customer’s email address or phone number in the mass upload customer contact spreadsheet. It isn’t mandatory to capture both the details anymore.

Take a look:

Upload customer contact details with either email or phone number

[NEW] Manually uploading customer data just became easier

All data upload spreadsheet templates use the same ‘customerId’ to streamline your customer upload process. You can also capture the date you received the invoice payment in the 'paidonDate' field (in the Invoices Data Upload file).

Take a look:

Manually uploading customer data just became quick and easy

[NEW] Admins can enable professional branding on all your invoices and customer facing portals

All admins have access to the company settings where they can add their company logo and brand colours. This will automatically reflect in all invoices and the payer portals viewed by your customers.

Admins can also opt-in to allow their internal organization users to receive weekly accounts receivable reports straight to their email.

Take a look:

Access company settings for customization and weekly reports

[NEW] Send professional-looking email reminders by embedding company logo

Make your email reminders look more professional by adding your company logo using the attribute {{logo}} in the workflow editor.

Take a look:

Send professional-looking email reminders by embedding company logo

[NEW] Brand the  payer portal and all invoices

Align the customer payer portal and invoices to your brand guidelines by adding your company logo and primary brand colour. This makes your customer communications consistent with your branding.

Take a look:

Customize payer portal and invoices according to your brand

[NEW] Get revamped weekly accounts receivable report to your email

Stay up to date on cashflow health metrics such as total outstanding amount, overdue invoice value, doubtful debt and average DSO (time to get paid) with the weekly accounts receivable report. It can also be customized by adding your company logo.

Take a look:

Get revamped weekly accounts receivable report to your mail

[NEW] Better predict cash inflows by exporting your invoice status predictions offline

You can now carry your invoice status predictions offline by exporting the invoice status tracking report in XLSX or CSV format to your email. 

Take a look:

Export your invoice status predictions offline

[NEW] Create repeating workflow actions

Instead of creating multiple actions in a workflow, you can simply choose to repeat a particular action after the desired time interval. This way, you can reuse actions and set new relevant actions in place. 

Take a look:

Limit workflow actions by repeating them after a time interval

[NEW] A more organized actions page

With new UI/UX fixes, you can now see all the future and pending actions. You can also apply a filter on the essential action items to get an in-depth overview.

Take a look:

A more organized actions page

[NEW] Shoot ad hoc SMS to your customers directly from Peakflo

Outside the workflow action items, you can send ad hoc SMS to your customers with your custom message whenever required from the invoices section in your Peakflo account.

Take a look:

Shoot ad hoc SMS to your customers directly from Peakflo

[NEW] Track delivery status of SMS sent to your customers

Check the delivery, open date and bounce reason of SMS sent to your customers in the delivery status tracking report.

Take a look:

Track delivery status of SMS sent to your customers

[NEW] UX fix on action editors to avoid confusion

We have removed the recipient field to add customers when creating automatic scheduled reminders as it’s an internal team action.

Take a look:

UX fix on action editors to avoid confusion

November Releases

[NEW] Get predictions on future collections through Cashflow Analytics

In your cashflow analytics report, you can see the predicted collection for the coming months for all outstanding invoices.

Why you'll love it:
Get a predicted cash inflow for all your outstanding invoices to better manage expenses and critical outlays.

Take a look:

Cashflow Prediction

[NEW] Monitor deliverability with 'Reminder Delivery Tracking Report'

You can now keep track of all the reminders triggered to your customers in a centralized report.  

Why you'll love it:

You get to check the deliverability of all the reminders under a single tab, including essential details like the last opened date of the reminder by your customer, and the reason for reminder bouncing.

Take a look:

Reminder Delivery Tracking Report

[NEW] Get started quickly with easy onboarding

Easy to follow onboarding steps on the dashboard ensure you can get started quickly.

Why you'll love it:

1. Onboarding steps are embedded with videos to provide better guidance in each step.

2. Gain a company-wide overview of your collection efficiency.

Take a look:

Onboarding gif

[NEW] No more back and forth to select the action type on the Actions page

The 'All action types' dropdown list doesn't reset automatically whenever you execute an action like 'log call' or 'manual - email' on the actions page.

Why you'll love it:

A simple design fix eliminated the constant hassle of re-selecting an action type after each execution.

Take a look:

Manual Email Action

[NEW] Localized content update in 3 different languages

We have updated the content in Malay, Tagalog, and Bahasa Indonesia.

Why you'll love it:

Fresh localized content makes it easy to understand and use Peakflo for Non-English speakers.

Take a look:

Translation Update gif

[NEW] Get real-time updates in Aging Balance Report

Aging Balance Report now displays real-time data for every customer's outstanding balance across various time intervals.

Why you'll love it:

With real-time updates, you no longer have to wait for a day to get the latest Aging Balance Report.

Take a look:

aging balance real time gif

[NEW] Monitor changes in your customers’ payment behaviour with Peakflo weekly emails

Control credit effectively by getting weekly updates on customers that have changed their payment behaviour from making timely payments to late payments.

Why you'll love it:

Peakflo’s AI monitors the payment behaviour of each of your customers and lets you take decisions to best manage the credit you extend to them.

Take a look:

Weekly emails

[NEW] Enable your customers to clear payments on the move

Customers can access their payer portal through mobile to clear unpaid invoices.

Why you'll love it:

Shorten payment time by making it easier for customers to pay through mobile.

Take a look:

Mobile payments

[NEW] Get a summary of all unpaid invoices under a single tab

You can now view all the outstanding invoices under the 'Balance' tab of a customer's payer portal instead of the 'Invoices to pay' tab (now deleted).

Why you'll love it:

We removed the clutter! Instead of two tabs ('Invoices to pay' & 'Balance'), you can view all your unpaid invoices under a single tab ('Balance').

Take a look:

Payer Portal Balance Tab

October Releases

[NEW] Analyze invoice collections with Sales Collection Cohort

Your finance team can view month-on-month cohorts on sales collections based on different time intervals and account managers.

Why you'll love it:
1. Get a clear picture of how effectively your account managers or collection officers are collecting on outstanding invoices.

2. Gain a company-wide overview of your collection efficiency.

Take a look:

Sales Collection Cohort_1

[NEW] Stay updated on any changes made to workflows or account managers

Any change made to the account manager or workflow will be reflected in the customer timeline along with the timestamp.

Why you'll love it:
In a single click, you can view the latest modifications in the customer's timeline.

Take a look:

Timeline Update_1

[NEW] Easily upload customer files in bulk

Companies without accounting software can upload their customer files with the help of a spreadsheet template on the page.

Why you'll love it:
1. Upload all your customer files with just a click.
2. Helpful for companies without accounting software or companies that want to get started with Peakflo without an integration.

Take a look:

Upload customer files GIF

[NEW] Save time by updating customer attributes in bulk

You can now pause/resume reminders, change workflows and account managers for multiple customers at the same time.

Why you'll love it:
This is the easiest way to edit multiple customer attributes in a single click.

Take a look:

Mass Customer Action_GIF

[NEW] Collaborate effectively by creating Tasks inside the customer tracking report
Apart from analyzing the report data, you can also create and assign tasks to account managers within the customer status tracking report.

Why you'll love it:
1. Task creation can be an exercise that will save time and drive accountability on the next steps.
2. Improve collaboration with the team and decide on relevant next steps while analyzing the full customer data inside the report.

Take a look:

Tasks-inside-the-customer-tracking-report

September Releases

[NEW] Identify which invoices will be likely paid late

How it works:
Peakflo's AI analytics engine and machine learning model predicts whether your customers will pay the invoice by the due date based on their past payment behaviour.

Why you'll love it:
1. Your Finance team can predict the cash inflow for the upcoming month and manage business expenses smarter.
2. Your account managers can identify customers with a poor payment track record and proactively follow up.

Take a look:

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


[NEW] Gain insights with the new cashflow analytics report

How it works:
Your finance team can get a visual representation of how much they have billed and collected for each month.

Why you'll love it:
Easily measure your cash collection effectiveness by analyzing the data and drive smart decisions to get paid faster.

Take a look:
REV1_Cashflow-Analytics

 

[NEW] Seamlessly schedule custom internal reminders to your team

How it works:
Admins can schedule a time-based reminder in their workflows to notify team members (account managers or collection agents) to take custom actions.

Why you'll love it:
You can optimize your account receivable process and collaborate efficiently by scheduling internal reminders with time-based triggers.

Take a look:

REV1_action-reminder

[NEW] Map and track your payments easily inside Xero

How it works:
Now admins can map which accounts in Xero should be debited/credited when they receive invoice payments via Peakflo

Why you'll love it:
1. Now you can ensure correct categorization for each transaction from Peakflo by mapping it to the correct account in Xero.
2. Easily track all payments collected and processing fees inside Xero.

Take a look:
xero-mapping

[NEW] Fresh design for the 1-click integrations tab

How it works:
With the new user interface, admins can click the integrations page inside the settings section to manage all your integrations easily with a single click.

Why you'll love it:
Easy to understand user interface and a visual treat for our users.

Take a look:

new_integration

[NEW] Stay updated with Xero Sync Status

How it works:
Admins can view their Xero connection status and timeline of various synchronizations.

Why you'll love it:
1. Admins can stay up-to-date with Xero sync status.
2. Receive quicker support from the Peakflo team whenever the sync is interrupted.

Take a look:
xero-sync-status-1

[NEW] Pause unnecessary reminders to customers that intend to pay

How it works:
Reminders will be paused till the date mentioned in the 'Invoice promise to pay date' section.

Why you'll love it:
Improve your customer relationships by keeping reminders minimal yet effective.

Take a look:

REV1_pause-reminder

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 a list of overdue invoices and the number of days overdue for the longest overdue invoice

Why you'll love it:

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

         Take a look:

Untitled-4

[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: 

Untitled (1)-3
[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:
Untitled (2)-3

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:

ezgif-5-cd5d9c04282d


[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:

Untitled (3)-1

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:

ezgif.com-gif-maker

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:

2ezgif.com-gif-maker