Your first steps with Upflow

Getting Started Guide for Admins

The Admins' “Getting Started” Guide

Written by Nathalie Hallé
Updated over a week ago

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

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

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?

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

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?

Option 2: Adding Upflow to your own DNS for finance.facebook.com

Written by Jean-Malo
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