Clients tab

5 articles in this collection
Written by Nathalie Hallé and Samantha Semuhin

How to import your clients and contacts in Upflow?

Find out how to import your customers and contacts into Upflow.

Written by Samantha Semuhin
Updated over a week ago

How to mention a teammate in Upflow?

Use @mentions to get someone's attention and strengthen your collaboration across your organisation!

Written by Samantha Semuhin
Updated over a week ago

Customers & Tags

This article explains how customer tags work in Upflow

Written by Samantha Semuhin
Updated over a week ago

The outstanding amount at the client level does not correspond to the sum of invoices, why?

Written by Nathalie Hallé
Updated over a week ago

Where is the information regarding a client’s average payment time?

Written by Nathalie Hallé
Updated over a week ago