Settings
In the settings option, which is present in the top right, we can edit the organization setting. In the organization setting, we can add the company lo...
Wed, 16 Jun, 2021 at 2:55 PM
The logo will be your company logo that you want to add while sending invoices to your debtors Firstly, go to the settings button that is present in th...
Wed, 16 Jun, 2021 at 2:54 PM
The signature will be your company signature that you want to add while sending invoices to your debtors Firstly, go to the settings button that is pre...
Wed, 16 Jun, 2021 at 2:55 PM
It is the name of your organization that is being used in all the communication through CredFlow. By default, it is the company name that is in Tally.
Wed, 16 Jun, 2021 at 2:55 PM
In the credit-control setting, we can set credit control debtor-wise from the edit contact option or set contact details in excel sheet If you set the ...
Wed, 16 Jun, 2021 at 2:56 PM
In the settings option, after scrolling there is one setting related to reports to be shared with debtors In this we can enable invoice auto-sharing to...
Sat, 19 Jun, 2021 at 4:11 PM
Account manager is the sales/accounts team you have invited to your CredFlow account. Invite extra account managers and manage existing account manager...
Sat, 19 Jun, 2021 at 4:11 PM