Introduction

CredFlow is an advanced credit management and collection platform that streamlines the credit management process for businesses. With features designed to enhance cash flow, manage receivables, and optimize collections, CredFlow integrates seamlessly with Tally Prime, providing a comprehensive financial management solution.

How to Use CredFlow on the Desktop App

Step 1: Installation

1. Download the App: Visit the CredFlow website and download the desktop application.
2. Install the Application: Follow the on-screen instructions to install the app on your system.

Step 2: Creating an Account

1. Open the CredFlow App.
2. Click on Sign Up or Create Account.
3. Fill in the necessary details, including your business information.
4. Verify your email address to activate your account.

Step 3: Navigating the Dashboard

• Upon logging in, you'll be greeted by the dashboard, which provides an overview of your receivables, outstanding payments, and collection activities.
• Key sections include:
  • Overview: Summary of total outstanding amounts and collection performance.
  • Customers: Manage customer profiles and credit limits.
  • Invoices: View and manage invoices sent to customers.
  • Reports: Generate reports on collection efficiency, aging receivables, etc.

Functions Available in CredFlow

1. Credit Management

• Set credit limits for customers based on their creditworthiness.
• Monitor credit utilization and manage risks effectively.

2. Invoice Management

• Create and send invoices directly from the platform.
• Automate invoice reminders to enhance collection rates.

3. Payment Tracking

• Track incoming payments in real time.
• View outstanding payments and aging reports to identify overdue accounts.

4. Customer Communication

• Communicate with customers via email or SMS directly through the platform for reminders or updates.

5. Reports and Analytics

• Generate detailed reports on credit, collections, and customer performance.
• Analyze trends in payment behavior to make informed decisions.

How to Link CredFlow with Tally Prime

Step 1: Enable API Integration

1. Open Tally Prime.
2. Go to Gateway of Tally and select F11: Features.
3. Enable Enable ODBC (Open Database Connectivity).

Step 2: Configure CredFlow

1. Open CredFlow.
2. Navigate to Settings or Integrations.
3. Find the option for Tally Integration.
4. Enter the required details, including Tally’s ODBC port (default is 9000).

Step 3: Sync Data

• Once integrated, you can:
  • Import Customer Data: Automatically sync customer details from Tally to CredFlow.
  • Export Invoices: Send invoices created in CredFlow to Tally for accounting.

Step 4: Verify Integration

• After syncing, verify that customer and invoice data appear correctly in both platforms.

Bison Infosolutions as Your CredFlow Partner

Bison Infosolutions is an authorized sales partner for CredFlow. For any assistance or support regarding CredFlow, you can reach out to them:

• Email: info@bison.co.in
• WhatsApp Support Number: 7047947970

Conclusion

CredFlow enhances credit management for businesses by offering robust tools for invoice management, payment tracking, and reporting. Integrating CredFlow with Tally Prime ensures a seamless flow of data, allowing businesses to maintain accurate financial records while optimizing their collection processes.