Admins, welcome to Upflow!
Upflow will help you structure your AR collection process in order to collect customer payments effortlessly.
To get started on Upflow, we recommend that you watch this training video (3min) to go through the following checklist (10 min max).
To get started, you will first want to set-up your platform by clicking on your logo at the bottom left of your screen to display the following menu:
Step 1: You will want to set up your Company's Workflows in Upflow
Workflows are the sequences of actions that you can parameter to chase your customers systematically.
We've added a default workflow that you can start using now. We recommend that you customize your workflow depending on your different customer profiles (eg. Large vs small accounts or different languages).
Step 2: You will want to set up your Company's Settings in Upflow
This will allow personalizing your platform and enabling some key features.
Add your logo, a support contact (email and phone) that will be displayed on each Customer Portal
Set up your company's timezone for automatic emails to be sent between 8 and 9 am
Deliverability: Send reminder emails from your own email address
Step 3: You will want to invite your team to join Upflow
The more the merrier!
Any questions? Get in touch!