FAQ

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?
You can CC yourself and the account manager assigned to that debtor by enabling CC option from mail settings in the Settings option on CredFlow browser a...
Fri, 29 Mar, 2024 at 4:18 PM
Everything is connected, Tally connected but not able to see company in desktop application?
Usually in such a instance when everything is connected and you are still not able to see your company in Add company window in CredFlow means that your Des...
Thu, 28 Mar, 2024 at 5:31 PM
How to add Contact Details in Tally
Go to Gateway of Tally Open Accounts Info (A) Open Ledger (L) Click on Alter Go to Configure Choose Set Contact details to Yes Add the rel...
Sat, 19 Jun, 2021 at 5:01 PM
What if I want to sync another company with CredFlow? Will I have to pay for it?
You can connect as many companies as you like for free on CredFlow to see basic data and reports. However, the premium functionalities will remain acces...
Thu, 28 Mar, 2024 at 4:37 PM
How to send IVR (web) ?
To send IVR Reminders in web application Login with your registered details in web app - app.credflow.in Step 1 : Click on the Collect menu Step...
Thu, 28 Mar, 2024 at 4:29 PM
Our Reconciliation Process
Reconciliation is a process in which we automatically reconcile the on accounts payment/credit notes  Case 1: If your particular Customer paid you again...
Fri, 29 Mar, 2024 at 2:48 PM
How to add Targets?
To add Targets: Login to web app with your registered details - app.credflow.in Step 1 : Click on the Sales Manager Report option under the Reports ...
Fri, 29 Mar, 2024 at 4:06 PM
How to find sales done by each of my sales managers?
In order to find the Sales of your added Sales Manager you can follow the following steps Login to App.credflow.in with your Login Credentials Go to t...
Wed, 3 Apr, 2024 at 1:28 PM
Can I use my own invoice format to be shared with customers using CredFlow?
CredFlow provides you with our own invoice format , which unfortunately as of now cannot be changed with the customers specific invoice format. If this ...
Fri, 29 Mar, 2024 at 12:14 PM
Why do I find the names of my sundry debtors and creditors while bulk editing my contacts in google sheet?
Often, in many firms, the transaction is two ways between these sundry debtors and creditors (i.e., your sundry debtors and creditors both do two-way busine...
Sat, 19 Jun, 2021 at 5:03 PM