Your first steps with Upflow

As a C-level, how should I use Upflow?

You're a CEO, CFO or Finance Manager and you're discovering Upflow.

Written by Nathalie Hallé
Updated over a week ago

Getting Started Guide for Admins

The Admins' “Getting Started” Guide

Written by Nathalie Hallé
Updated this week

Is it possible to send invoices from Upflow?

Written by Nathalie Hallé
Updated over a week ago

How do I send invoices using Upflow?

Written by Nathalie Hallé
Updated over a week ago

How and why should I dispute an invoice?

Written by Nathalie Hallé
Updated over a week ago

Expected payment date: how does it work?

Written by Nathalie Hallé
Updated over a week ago

I can no longer find my paid invoices in the invoice tab. What can I do?

Written by Nathalie Hallé
Updated over a week ago

How do I export all my invoices from Upflow?

Written by Nathalie Hallé
Updated over a week ago

How can I add an email as bcc or cc on the emails from the workflow editor?

Written by Nathalie Hallé
Updated over a week ago

Are trigger dates set to business or working days?

Written by Nathalie Hallé
Updated over a week ago

How to track customer payment reminders with Front?

This article describes how to keep track of Upflow's chasing emails within Front.

Written by Nathalie Hallé
Updated over a week ago

Automatic emails via Upflow: How does it work?

Written by Nathalie Hallé
Updated over a week ago

Action out of the blue

Can I perform an action on a customer outside of the established workflow?

Written by Nathalie Hallé
Updated over a week ago

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

Written by Nathalie Hallé
Updated over a week ago

How do I customize my workflow?

Written by Nathalie Hallé
Updated over a week ago

Send invoices via Upflow: Which tags can be used in the billing template?

Written by Nathalie Hallé
Updated over a week ago

How do I include Account Managers in the payment reminder process?

Written by Nathalie Hallé
Updated over a week ago

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

Written by Nathalie Hallé
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.

Written by Alexandre Louisy
Updated over a week ago

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

Written by Nathalie Hallé
Updated over a week ago

How do I change the email address that customers write to when answering reminder emails?

Written by Nathalie Hallé
Updated over a week ago

How do I assign a customer to a workflow or an account manager?

Written by Nathalie Hallé
Updated over a week ago

Send Letters as payment reminders in Upflow!

Written by Nathalie Hallé
Updated over a week ago

What's the price of postal reminders?

Written by Alexandre Louisy
Updated over a week ago

At-risk rate

What is the at-risk rate? How is it calculated?

Written by Jean-Malo
Updated over a week ago

Billing Cohorts

The best way to improve your cash collection

Written by Nathalie Hallé
Updated over a week ago

As a C-level, how should I use Upflow?

Monitor your team's cash collection actions and outcomes

Written by Nathalie Hallé
Updated over a week ago

Cash Flow chart on the analytics tab

How is it calculated?

Written by Nathalie Hallé
Updated over a week ago

How does Upflow calculate your DSO?

Written by Nathalie Hallé
Updated over a week ago

The outstanding amount at the client level does not correspond to the sum of invoices, why?

Written by Nathalie Hallé
Updated over a week ago

Where is the information regarding a client’s average payment time?

Written by Nathalie Hallé
Updated over a week ago

Why are some customers not synchronized correctly in Upflow?

Written by Nathalie Hallé
Updated over a week ago

How to assign account managers and collection workflows to customers via CSV?

Assigning workflows and account managers to your customers via CSV

Written by Jean-Malo
Updated over a week ago

What's the price of US postal reminders?

The postal reminders price breakdown.

Written by Nathalie Hallé
Updated over a week ago

How do I dismiss an action planned for today?

How do I program an action for another time?

Written by Nathalie Hallé
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.

Written by Nathalie Hallé
Updated over a week ago

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

Written by Nathalie Hallé
Updated over a week ago

How to import payments into Upflow?

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

Written by Nathalie Hallé
Updated over a week ago

How to set up your GoCardless mandate within Upflow?

Allow your customer to set up their GoCardless mandate from your Upflow Customer Portal

Written by Nathalie Hallé
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

How to send reminders from my own email address?

Discover the different solutions to send reminders from your own email address.

Written by Jean-Malo
Updated over a week ago

How do I send reminders directly from my email address?

Option 1: Configure your DNS

Written by Nathalie Hallé
Updated over a week ago

Option 2: How do I send reminders from my own email address?

Setting up your own domain if you already use Mailgun

Written by Côme Chevallier
Updated over a week ago

Option 3: How to set up a custom SMTP server

Option 3: Why and how to set up a custom SMTP server?

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 Nathalie Hallé
Updated over a week ago

How to connect my Stripe Account to Upflow?

A quick guide to help you set up your Stripe integration

Written by Nathalie Hallé
Updated over a week ago

How to set up a Stripe account?

Looking to set up a Stripe account to be able to let your customers pay by credit credit via Upflow?

Written by Jean-Malo
Updated over a week ago

How do I add my bank account details into each customer portal?

Written by Nathalie Hallé
Updated over a week ago

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

Written by Nathalie Hallé
Updated over a week ago

How do I invite my team members to join Upflow?

Written by Nathalie Hallé
Updated over a week ago