Essentials

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…

15 articles in this collection
Written by Côme Chevallier, Jean-Malo, Samantha Semuhin and 2 others

Get Started

Getting Started Guide for Admins

The Admins' “Getting Started” Guide

Written by Jean-Malo
Updated over a week ago

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

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

Written by Jean-Malo
Updated over a week ago

Profile and levels of access

How do I add my email signature to follow-up emails?

Written by Jean-Malo
Updated over a week ago

How to invite my team members to Upflow?

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!

Written by Dacha Kortes
Updated over a week ago

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

Written by Jean-Malo
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

Useful settings

How to enable my Slack integration?

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

Written by Dacha Kortes
Updated this week

Is it possible to send invoices from Upflow?

Written by Jean-Malo
Updated over a week ago

How do I send invoices using Upflow?

Written by Jean-Malo
Updated over a week ago

How to create multiple platforms on Upflow?

Find out how to quickly and easily create a new organisation in Upflow.

Written by Samantha Semuhin
Updated over a week ago

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

Enabling payment receipts notifications

How do you enable payment receipt notifications for your customers?

Written by Jean-Malo
Updated over a week ago

Your interactions with us

Understanding your Upflow invoice

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

Written by Côme Chevallier
Updated over a week ago

How your NPS survey responses make Upflow better for you and why your feedback matters.

A quick explanation of how your NPS survey response helps make Upflow better for you and why you should answer it.

Written by Samantha Semuhin
Updated over a week ago

I cannot find the answer to my question!

Written by Samantha Semuhin
Updated over a week ago