Upflow

Jean-Malo

Dacha Kortes

Nolwenn Launay

Here for the first time or needing a refresher on the basics? This part will take you through everything related to your platform configuration - from your personal and team setup to your organisations’ management. Let’s get you ready to fully benefit from what Upflow has to offer!

Essentials

Getting Started Guide for Admins

Upflow will help you structure your AR collection process in order to collect customer payments effortlessly.

How to build your Upflow collection workflows (3 min video)?

Get Started

Display your accounts, invoices, and payments information you need in the most practical order!

How to arrange my list views to my liking?

Navigate Upflow

How to invite your other team members on Upflow and what's their role and position?

Whether they take an active part in your cash collection, pop in every now and then or track your metrics, all your teammates can join!

How to invite my team members to Upflow?

One of your teammates left the company? You are facing an internal reorganization? Easily manage your members’ access and rights!

How to manage my team members?

Personalize your communications by adding a signature to the follow-up e-mails you send from Upflow!

How to add my email signature to Upflow reminders?

Profile and levels of access

Own your communication and reassure your customers with reminders sent from your company’s domain instead of a generic one!

Can Upflow reminders be sent from my email address?

Is it possible to send invoices from Upflow?

How do I send invoices using Upflow?

You have different BU and want to handle them separately? Easily create several organizations and navigate them from the same account!

Can I create multiple organizations?

Discover how you can disable invoices and credit note display from the app.

Hide invoices and credit notes from the app

Keep in touch with your customers and enhance visibility with automatic payment receipts!

Can I confirm my customers I’ve received their payments?

Samantha Semuhin

Useful settings

Increase responsiveness and drive collaboration between teams with timeline notes sent to Slack in real-time.

How to enable my Slack integration?

Your apps and integrations

I was billed an amount called "Invoiced value loaded in Upflow above plan threshold", what does this correspond to?

Understanding your Upflow invoice