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 <a href="https://help.upflow.io/en/articles/3978855-how-to-build-your-upflow-collection-workflows-3-min-video" target="_blank">watch this training video</a> (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).

<a href="https://help.upflow.io/en/articles/3115376-how-do-i-customize-my-workflow" target="_blank">How do I customize my workflow? </a>

<a href="https://help.upflow.io/en/articles/3130428-how-do-i-assign-a-client-to-a-workflow" target="_blank">How do I assign a client to a workflow?</a>

<a href="https://help.upflow.io/en/articles/3099986-how-do-i-include-account-managers-in-the-payment-reminder-process" target="_blank">How do I include Account Managers in the payment reminder process?</a>

<a href="https://help.upflow.io/en/articles/4472494-automatic-emails-via-upflow-how-does-it-work" target="_blank">Automatic emails via Upflow: How does it work?</a>

- <a href="https://help.upflow.io/en/articles/3115376-how-do-i-customize-my-workflow" target="_blank">How do I customize my workflow? </a>
- <a href="https://help.upflow.io/en/articles/3130428-how-do-i-assign-a-client-to-a-workflow" target="_blank">How do I assign a client to a workflow?</a> 
- <a href="https://help.upflow.io/en/articles/3099986-how-do-i-include-account-managers-in-the-payment-reminder-process" target="_blank">How do I include Account Managers in the payment reminder process?</a>
- <a href="https://help.upflow.io/en/articles/4472494-automatic-emails-via-upflow-how-does-it-work" target="_blank">Automatic emails via Upflow: How does it work?</a>

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. 

<a href="https://help.upflow.io/en/articles/3179172-how-can-i-add-my-email-signature-to-chasing-emails" target="_blank" rel="nofollow noopener noreferrer">Add your own email signature to reminder emails</a>

- <a href="https://help.upflow.io/en/articles/3179172-how-can-i-add-my-email-signature-to-chasing-emails" target="_blank" rel="nofollow noopener noreferrer">Add your own email signature to reminder emails</a>

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

- 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: <a href="https://help.upflow.io/en/articles/4031394-how-do-i-send-reminders-directly-from-my-email-address" target="_blank">Send reminder emails from your own email address</a>

Replies: <a href="https://help.upflow.io/en/articles/5388107-how-does-the-email-replies-import-works-in-upflow" target="_blank">How does the email replies import works in Upflow?</a>

- Deliverability: <a href="https://help.upflow.io/en/articles/4031394-how-do-i-send-reminders-directly-from-my-email-address" target="_blank">Send reminder emails from your own email address</a>
- Replies: <a href="https://help.upflow.io/en/articles/5388107-how-does-the-email-replies-import-works-in-upflow" target="_blank">How does the email replies import works in Upflow?</a>

<a href="https://help.upflow.io/en/articles/4354623-how-can-i-add-my-bank-account-details-into-each-customers-portal" target="_blank" rel="nofollow noopener noreferrer">Display your bank details</a>

<a href="https://help.upflow.io/en/articles/3924431-how-to-connect-my-stripe-account-to-upflow" target="_blank">Allow Credit card payments</a>

- <a href="https://help.upflow.io/en/articles/4354623-how-can-i-add-my-bank-account-details-into-each-customers-portal" target="_blank" rel="nofollow noopener noreferrer">Display your bank details</a>
- <a href="https://help.upflow.io/en/articles/3924431-how-to-connect-my-stripe-account-to-upflow" target="_blank">Allow Credit card payments</a>

Step 3: You will want to invite your team to join Upflow

<a href="https://help.upflow.io/en/articles/3100013-what-is-the-difference-between-the-role-and-the-position-for-upflow-members" target="_blank">Invite other members who can take part in this collection</a>

- <a href="https://help.upflow.io/en/articles/3100013-what-is-the-difference-between-the-role-and-the-position-for-upflow-members" target="_blank">Invite other members who can take part in this collection</a>

Any questions? <a href="mailto:support@upflow.io" target="_blank" rel="nofollow noopener noreferrer">Get in touch</a>!

Getting Started Guide for Admins

Admins, welcome to Upflow!

Step 1: You will want to set up your Company's Workflows in Upflow

Step 2: You will want to set up your Company's Settings in Upflow

Profile

Settings

Enable payments

Step 3: You will want to invite your team to join Upflow

Members