Your first steps with Upflow

12 articles in this collection
Written by Alexandre Louisy and Nathalie Hallé

What is the difference between the role and the position for Upflow members?

Written by Nathalie Hallé
Updated over a week ago

How do I send reminders directly from my email address?

Written by Nathalie Hallé
Updated over a week ago

Invoices Tab

How and why should I dispute an invoice?

Written by Nathalie Hallé
Updated over a week ago

Collection workflow Tab

How do I customize my workflow?

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 assign a client to a workflow?

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

Dashboard Tab

How does Upflow calculate your DSO?

Written by Nathalie Hallé
Updated over a week ago

Clients Tab

Quickbooks: Why are some customers not synchronized correctly in Upflow?

Written by Nathalie Hallé
Updated over a week ago

Payments Tab

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