Communication via the customer portal

Make your customers’ payment experience easier by allowing them to contact you through their dedicated customer portal

Nolwenn Launay avatar
Written by Nolwenn Launay
Updated over a week ago

When your customers access their Upflow Portal to check, pay and download their invoices, they have the possibility to contact you directly from it thanks to the message box. This message will be sent to the Support Email address specified in your Settings > Company.

When clicking on the “Send” button, it will redirect them to their e-mail provider with the pre-filled e-mail, ready to be sent!

The email will be pre-filled as follows:

  • Subject: Outstanding invoices - Customer name : Your company

  • Content: The content written on the portal

  • Mailto: The “Support email” filled at the organization level in your Settings

FAQ

  • Will the communications be added to the customer’s timeline?

    • Not at this point

  • Will the customers see a history in the text box?

    • No they won’t

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