This feature improves customer communication and payment visibility. These notifications also serve as subtle reminders for any outstanding invoices that are pending in the customer’s portal.
Would you like your customers to be notified once you've received their payment? On Upflow, that can be done easily!
If you wish to activate/deactivate this feature, you can change this in Settings.
How do payment receipts work?
Every morning between 8am and 9am, we'll send out a notification to your customers (main contacts only) from whom you've received a payment within the past 72 hours. The email is sent out from [email protected] and includes a link to their customer portal to retrieve the invoice PDF.
Even if you've received a series of payments, only one email will be sent out.
What does the notification look like?
The email template cannot be changed (English only).
If you have any other questions, please reach out to us!
We're here to help.