Your customers' information and updates
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Written by Dacha Kortes
Updated over a week ago

❗Access to customers is subject to a member’s permission. Account managers without an Administrator role thus will only see the customers they’re assigned to.

Either pulled from the source system integrated with your organization or imported via CSV, your customers are accessible in the dedicated tab.

Click any line to access a customer's details.

Collection

💡 This section's information (and much more!) is also available as filterable columns of your customers' list.

A customer's outstanding amount is brought to the fore. It is obtained by subtracting their payments, refunds, and credit notes' amounts from the sum of their invoices' amounts.

💡 Unapplied amounts are taken into consideration.

This summary is completed with a rating reflecting their payment performance and their latest reminder’s execution date—excluding unsent actions (tasks...).

💡 Jump on your Actions list or your Analytics for more details!

The assigned Account manager(s) and workflow also appear and can be updated by an admin.

Ratings

A customer's rating assesses their ability to pay on time. It is based on their average payment delay.

These brackets cannot be updated.

🧮 Calculation

👇 Example

  • An invoice's payment delay is the time elapsed between its due date and its payment.

  • The average payment delay for a batch of invoices is obtained by

    • Multiplying the amount of each invoice by its payment delay

    • Adding up all the results

    • Dividing the total by the sum of all invoices' total amount

❗For now, Upflow only computes paid invoices' data. This can result in customers with unpaid invoices scoring high. Bare with us; we're on it!

Let's imagine a customer with three invoices

  • Invoice #1: $140, paid within 7 days

  • Invoice #2: $85, paid within 55 days

  • Invoice #3: $214, overdue

💡 Invoice 3 is not taken into consideration

((140 * 7) + (85 * 55)) / (140 + 85)
= (980 + 4675) / 225
= 5655 / 225
= 25

With their invoices paid within 25 days (on average), this customer earns an A rating.

Account management

Customer level

Browse your customer’s invoices, verify their contacts, or review and build on their collection history.

  • Their invoices offer a simplified version of the dedicated tab, showing essential information. Click any to be redirected to its details, or View all for a drill down to their list.

  • Contacts mirror the information from their source system. From this tab, you can

    • designate a main contact

    • update their position

    • validate their email address if a reminder bounced

  • Catch up on a Customer’s collection history with their timeline, or use it to reach out to a team member.

  • Access their Upflow Portal or copy its shareable link to send your contacts.

  • Enable or disable payment methods available to this customer.

  • Review custom fields pulled from your source systems (❗Upflow selections are not written back there!).

  • Complete actions out of the blue.

In bulk

Customers’ updates can be completed from their tab and applied to several at once.

Filter them per your interest criteria (including your custom fields), and save the view if you are likely to access the same list again.

The Export button in the top right corner will turn into an Actions one.

Click it, select the operation you want to perform, and let the app guide you through

  • Assign a workflow or one/several AM

  • Assign a payment method

  • Modify custom field values

💡 Manage this list like the others: hide/display and rearrange columns, save your preferred views to access them in a click, search/filter...

From another source systems

You can alternatively opt for updates from different source systems

  • Connect Salesforce to your organization and automatically assign your Account owners as Upflow Account managers.

  • Update your customers’ Workflow, Account manager(s), Custom fields, and Payment method(s) via API.

    • Pull the information using our Customer endpoint

    • Configure behaviors triggered by your source system’s events with automation tools such as Zapier (ex: assign a workflow based on a customer’s payment method with a PUT request)

  • Import a CSV file to mass-assign Workflows and Account managers

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