Allow your customers to pay you from their Portal by sharing your information on the Payment Methods tab of your Organization settings.
Click on Add payment method, and pick your preferred one(s) among
Connect your Stripe account to Upflow and allow your customers to use the payment gateway from Upflow.
→ Enable card payments via Upflow
Direct debit mandate (via GoCardless or Stripe)
Fill in your GoCardless mandate link so your customer can instruct direct debits from their Portal.
→ Enable Direct debits with GoCardless
Wire transfer and checks
Fill in your bank details so they’re displayed on your customers’ Portals.
Before saving, define whether you want to activate this method for all new customers (created after the setup). This can be reverted
Once saved, it will be available to the desired Client(s)’ on their Portal(s).
You can also filter your customers’ list by Payment method(s) and check their status!
Payments update on Upflow
Please note online transactions only (Credit card and direct debit, performed on the Portal) appear on your organization’s Payments list without delay. As the others are solely declared, they will not be visible on your Upflow account before they are synced from your source solution.
If you are using Netsuite, this information can be written back there.
Last but not least, your Payments state is available on your transactions list as a column and a filter!