By clicking on any Debtor’s name (which can be seen on the various pages of the CredFlow Web App), You will be lead to a page where you can see complete details related to that debtor.
Click on the Sales tab to see information about Due Invoices, Paid Invoices, and Credit Note of that debtor. You can easily share the Invoices and credit notes by clicking on the WhatsApp/E-mail/SMS icons. If the debtor acknowledges the invoices, they will be marked yes here.
Click on the Payments Received tab to get the details of all the payments received from the debtor. It is fetched from Tally via the payments receipts created.
Click on the Bills tab to see all the Paid & Pending Bills.
Click on the Ledge tab to view, download and share the ledger for the current financial year. You can also use the dropdown option to change the duration of the ledger.
Click on the Comments and History tab for detailed communication history.