Collect

Collect - Overview
  The Collect menu option gives you all the information about your account receivables.     Outstanding denotes the total value of unpaid invoices e...
Sat, 19 Jun, 2021 at 1:00 PM
Debtor’s Detailed Summary
To get Debtor’s Detailed Summary Click on the Collect menu. Then click on the Overdue tile. After that, click on the Detailed Summary button to get...
Sat, 19 Jun, 2021 at 1:03 PM
Debtor’s Ageing Summary
To get Debtor’s Ageing Summary Click on the Collect menu. Then click on the Overdue tile. After that, click on the Ageing Summary button to get det...
Sat, 19 Jun, 2021 at 1:03 PM
Debtor’s Complete Details
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 det...
Thu, 17 Jun, 2021 at 4:20 PM
Payment Reminders
In this page...   WhatsApp & SMS Reminders   E-mail Reminders   IVR Reminders   Automatic Reminders   Bulk Messages WhatsApp & SM...
Thu, 1 Aug, 2024 at 2:12 PM
Edit Contacts
To update/add Customer details Click on the Collect menu. Then click on the Overdue tile. After that, click on the Detailed Summary button or the...
Sat, 19 Jun, 2021 at 1:06 PM
Update Contacts in Bulk
      Click on Set Contact Details at the top of the page.   You will be redirected to a new page. There click on Set Contacts Details in Google Sh...
Sat, 19 Jun, 2021 at 1:07 PM
Payment Terms
Payment Terms are the length of time that a customer has to pay your invoices. This number, in days, is the length of time after the invoice date or month-e...
Sat, 19 Jun, 2021 at 1:08 PM
Credit Control
Credit Control is used to keep the extended credit to the debtor in control so that the debtor does not convert into a bad debt.   You can activate/deacti...
Sat, 19 Jun, 2021 at 1:08 PM
What is Credit Control? How will it affect my business?
Credit Control is used to keep the extended credit to the debtor in control so that the debtor does not convert into a bad debt.   You can set credit cont...
Sat, 19 Jun, 2021 at 5:18 PM