FAQ
In the Projected Collection Report under the Reports Menu, you can know the debtors who are more likely to pay in the upcoming days. This prediction is ...
Sat, 19 Jun, 2021 at 5:18 PM
You can track & manage your Sales Manager Target by clicking on the Sales Manager Report option under the Reports menu.
Sat, 19 Jun, 2021 at 5:18 PM
Yes, you can see the Sales and Collection Debtor Wise. You can see them in the Debtor Summary option under the Reports menu. Debtor Summary contains...
Sat, 19 Jun, 2021 at 5:19 PM
Incentive feature is used to motivate your debtors to pay before the payment terms to meet the urgent cash requirement of your business. You can design ince...
Sat, 19 Jun, 2021 at 5:30 PM
Yes, The groups created in Tally will automatically get synced in the CredFlow application. You can access these groups created in Tally from the Filter...
Sat, 19 Jun, 2021 at 5:19 PM
Currently this feature is under development. After the feature goes live, your debtors can directly pay their overdue amount using the payment link sent wit...
Sat, 19 Jun, 2021 at 5:19 PM
Click on the Settings option at the top right of the CredFlow Browser App Scroll down to the IVR, SMS, and WhatsApp Settings. Click on Add Custom SMS...
Sat, 19 Jun, 2021 at 5:20 PM
CredFlow will consider it as a separate ledger.
Sat, 19 Jun, 2021 at 5:21 PM
This feature is under development. After the feature goes live, you can pay your vendor bills directly from CredFlow.
Sat, 19 Jun, 2021 at 5:20 PM
Yes, you can create payment receipts from Credflow. Receipts created will be auto-synced in Tally using the CredFlow Desktop app. It will be added as an...
Sat, 19 Jun, 2021 at 5:20 PM