FAQ

Can I enter the contact details of my clients or make changes to their details in one place?
You can Bulk Edit your Contacts.   Click on Set Contact Details at the top of the page.   You will be redirected to a new page. Now, click on Set Contac...
Sat, 19 Jun, 2021 at 5:04 PM
After syncing with the Tally, only some of my contacts are added automatically to CredFlow, while some are not. Why?
We pick mobile number data from the Mobile tab in the ledger contact details and E-mail from the E-mail tab. If you entered a mobile number in the phone tab...
Sat, 19 Jun, 2021 at 5:04 PM
What will be the payment terms for my debtors? Will it be synced from Tally, or do I have to add it in CredFlow also?
We automatically pick payment terms from Tally if you have added them there.  The priority order we are the following is as follows: Payment Terms input...
Sat, 19 Jun, 2021 at 5:05 PM
Blue Screen on Desktop Application when opened - Nothing is Visible
You must be having an older version of Microsoft.Net.    Download the new version from the link below: https://dotnet.microsoft.com/download/dotnet-frame...
Sat, 19 Jun, 2021 at 5:06 PM
How frequently does my data sync on the CredFlow application?
The Credflow desktop application sync with your Tally or Busy company every 15 minutes and 5 minutes respectively, as a default setting  (In case you want ...
Fri, 29 Mar, 2024 at 3:17 PM
If I buy users at a later date will they expire when my subscription ends?
No, the validity of the user subscription is the period for which it is bought. The only constraint is that you need to have a paid basic subscription
Sat, 19 Jun, 2021 at 5:06 PM
I don't want to receive Daily report/Weekly reports
Click on the Settings option at the top right of the CredFlow Browser App Scroll down to the User Reports. Click on Daily Report/Weekly Report. Th...
Tue, 29 Jun, 2021 at 7:00 PM
I only want a One-Day report, not a Three-Day report.
As of now, we only provide a three-day report. However, we give you a total daily summary for each section.   This is this way because often, syncing migh...
Sat, 19 Jun, 2021 at 5:17 PM
How to get automated/on-demand reports on WhatsApp?
Click on the Settings option at the top right of the CredFlow Browser App Scroll down to the User Reports. Click on Daily Report/Weekly Report. The...
Sat, 19 Jun, 2021 at 5:17 PM
I am not able to open the invoice by clicking on the link in the reminder?
Click on the Settings option at the top right of the CredFlow Browser App Scroll down to the IVR, SMS, and WhatsApp Settings. Invoice access in Remind...
Sat, 19 Jun, 2021 at 5:18 PM