Admins, welcome to Upflow!
Upflow will help you structure your AR collection process in order to collect customer payments effortlessly.
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!