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18 articles in this collection
Written by
Nathalie Hallé,
Jean-Malo,
Samantha Semuhin
and 1 other
Hide invoices and credit notes from the app
Discover how you can disable invoices and credit note display from the app.
Written by
Jean-Malo
Updated over a week ago
Section heading (2)
How to send reminders from my own email address?
Discover the different solutions to send reminders from your own email address.
Written by
Samantha Semuhin
Updated over a week ago
How do I send reminders directly from my email address?
Option 1: Configure your DNS
Written by
Samantha Semuhin
Updated over a week ago
Option 2: How do I send reminders from my own email address?
Setting up your own domain if you already use Mailgun
Written by
Samantha Semuhin
Updated over a week ago
Option 3: How to set up a custom SMTP server
Option 3: Why and how to set up a custom SMTP server?
Written by
Jean-Malo
Updated over a week ago
How to import my email replies automatically in Upflow?
How to set-up the automatic import of your emails in Upflow
Written by
Samantha Semuhin
Updated over a week ago
How does the email replies import works in Upflow?
Discover why and how you can import your clients' replies in Upflow.
Written by
Jean-Malo
Updated over a week ago
Members
How do I invite my team members to join Upflow?
Written by
Nathalie Hallé
Updated over a week ago
How to invite your other team members on Upflow and what's their role and position?
Written by
Nathalie Hallé
Updated over a week ago
Update a member’s access to your Upflow platform
Give more access to your members or limit it depending on your needs
Written by
Nolwenn Launay
Updated over a week ago
Accessing the platform
How to enforce Sign in with Google?
Improve security by enabling our Google SSO feature for all users on your Upflow platform!
Written by
Nolwenn Launay
Updated over a week ago
Payment methods
How to set up a Stripe account?
Looking to set up a Stripe account to be able to let your customers pay by credit credit via Upflow?
Written by
Jean-Malo
Updated over a week ago
How to connect my Stripe Account to Upflow?
A quick guide to help you set up your Stripe integration
Written by
Samantha Semuhin
Updated over a week ago
How do I add my bank account details into each customer portal?
Written by
Nathalie Hallé
Updated over a week ago
How to enable one-time direct debit (SEPA) as a payment method
Reduce your DSO and improve your collection process by allowing your customers to pay by one-time debit (SEPA)!
Written by
Nolwenn Launay
Updated over a week ago
How to set up your GoCardless mandate within Upflow?
Allow your customer to set up their GoCardless mandate from your Upflow Customer Portal
Written by
Nathalie Hallé
Updated over a week ago
How to activate your ACH Debit with Stripe
Find out how to allow your customers to pay via ACH debit on Upflow
Written by
Samantha Semuhin
Updated over a week ago
Enabling payment receipts notifications
How do you enable payment receipt notifications for your customers?
Written by
Nathalie Hallé
Updated over a week ago