Bring your teams together in systematizing your cash collection

Tired of these time-consuming and moderately effective spreadsheets? Set the perfect Workflows to get paid on time! This part will teach you everything you need to know about configuring automated…

Alexandre Louisy avatar Jean-Malo avatar Samantha Semuhin avatar +2
23 articles in this collection
Written by Alexandre Louisy, Jean-Malo, Samantha Semuhin and 2 others
Understand and manage your actions

How to add attachments to my emails?

You can easily send your customers order forms, tax documents or timesheets along with their invoices to your emails. Find out how below!
Samantha Semuhin avatar
Written by Samantha Semuhin
Updated over a week ago

What are the channels I can contact my customers from on Upflow?

From a quick phone call to a registered letter, via emails—pick the right type of reminder to carry out the message you want to convey!
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Written by Dacha Kortes
Updated over a week ago

How do I dismiss an action planned for today?

How do I program an action for another time?
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Written by Samantha Semuhin
Updated over a week ago

How do I ignore a step in my workflow?

I would like to skip to the next step in my workflow.
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Written by Nolwenn Launay
Updated over a week ago

Why don’t I have the same number of actions as the others?

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Written by Nolwenn Launay
Updated over a week ago

Automatic emails via Upflow: How does it work?

Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

Action out of the blue

Can I perform an action on a customer outside of the established workflow?
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

Why does a reminder action appear in my actions whereas I planned it for a later date?

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Written by Jean-Malo
Updated over a week ago

What do the different reminder email statuses mean when sent to customers?

Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

Which tags can be used in a template action email or letter?

Tags can help you saving time and adding relevant context in your reminder emails for your Customer.
Alexandre Louisy avatar
Written by Alexandre Louisy
Updated over a week ago

Postal reminders pricing (US)

Your Workflows include reaching out to your customers via postal mail? You will find the service pricing grid for our US-based users below
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

Postal reminders pricing (EMEA)

Your Workflows include reaching out to your customers via postal mail? You will find the service pricing grid for our EMEA-based users below
Alexandre Louisy avatar
Written by Alexandre Louisy
Updated over a week ago