CredFlow

How to get Support 2

• Raise Support Ticket
• How to book a Product Training Session

Not able to login 4

• Email id already registered
• Invalid Email or Password
• I forgot my password?
• Unable to see my company? / No org found

How to solve syncing issues? 8

• Split company in new financial year
• How to add Company (For Tally Software)
• Company is not open in tally
• Tally running in "Educational Mode"
• Company not Connected in CredFlow desktop app

View all 8

Desktop App Troubleshooting 12

• Windows Protected Your PC
• Quick Heal DNA Scan Warning
• Quick heal Browser Sandbox Blocking CredFlow app
• JavaScript error
• Windows 7 and above is required

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Dashboard 6

• Dashboard - Overview
• Outstanding Amount
• Average Collection Period
• Sales Trend
• Collection

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Collect 10

• Collect - Overview
• Debtor’s Detailed Summary
• Debtor’s Ageing Summary
• Debtor’s Complete Details
• Payment Reminders

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Sell 3

• Report
• Communication
• Business Card

Reports 3

• Debtor Summary - Overview
• Sales Manager Report - Overview
• Projected Collection Reports - Overview

Sales Manager Reports 0

Projected Collection Reports 0

CRM 2

• CRM
• Create a New Task

Incentive 4

• Incentives - Overview
• Add New Scheme
• Add Incentives to the Scheme
• Add Debtors to the Scheme

Communication 2

• Communication
• History of Communication

Pay 0

Sales 5

• Invoice - Overview
• Send Invoices to Customers
• Receipts/Payment Received - Overview
• Credit Note - Overview
• Create a Receipt

Purchases 1

• Purchases - Overview

Stock Items 1

• Stock Items - Overview

PDC 2

• PDC Received
• PDC Given

Settings 7

• What is an organization setting and what can be done from here?
• What is the logo & where will it appear?
• What is a signature and why it is required?
• What is the Company name?
• What is a credit control setting and how will it impact the software functioning?

View all 7

FAQ 38

• Is it possible that I receive a copy of the messages/emails sent to my clients from the CredFlow application so that I ensure it is being sent?
• Everything is connected, Tally connected but not able to see company in desktop application?
• How to add Contact Details in Tally
• What if I want to sync another company with CredFlow? Will I have to pay for it?
• How to send IVR (web) ?

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Getting Started 10

• Getting Started with Tally
• Getting started with CredFlow
• Sync Tally with CredFlow
• Important Definitions
• Not able to sync - showing Please Open Tally

View all 10