All Collections
Streamline your customers' payment experience
Information spread across different tools is a thing of the past. Now is just a couple of clicks to access a detailed view of your customers’ invoices, payments and information for an efficient cash collection. Your customers can also benefit from Upflow! End the hassle of lost documents by offering your customers a dedicated platform to check, download and pay their invoices.


Contact Management
Your Upflow contacts
How to import your clients and contacts in Upflow?
Where is the information regarding a client’s average payment time?
The outstanding amount at the client level does not correspond to the sum of invoices, why?
Customers & Tags
Can I update my contacts in Upflow with my Salesforce data?
Can I leave an account un-assigned?
How to assign account managers and collection workflows to customers via CSV?
How do I assign a customer to a workflow or an account manager?