Upflow

Jean-Malo

Dacha Kortes

Samantha Semuhin

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.

Streamline your customers' payment experience

Ensure your contacts' information are up to date to always reach out to the right person throughout your collection process!

Contact Management

Your different points of contact with your customers are added to Upflow.

What are contacts on Upflow?

Find out how to import your customers and contacts into Upflow.

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?

This article explains how customer tags work in Upflow

Customers & Tags

Make sure your account info are up to date by importing the latest Salesforce changes operated by your customer-facing teams into Upflow!

Can I update my contacts in Upflow with my Salesforce data?

Un-assign accounts from your Managers during transition periods (handovers…) or when setting auto-collection workflows.

Can I leave an account un-assigned?

Assigning workflows and account managers to your customers via CSV

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?

Know your customers…

How to delete a payment imported via the UI or API

Make your customers’ payment experience easier by allowing them to contact you through their dedicated customer portal

Communication via the customer portal

Expected payment date: how does it work?

Linking your credit note to an invoice can help synchronise your clients outstanding amount.

How to link a credit note to an invoice?

How and why should I dispute an invoice?

How can I write off an invoice and why should I do it?

Côme Chevallier

Nolwenn Launay

…and offer them a first-class payment experience

What if I need to mass import payments from an external source?

How to import payments into Upflow?

What about the transactions?

Contact us

Find answers and get help from Intercom Support and Community Experts