Group 65
Go to Upflow
English
Français
All Collections
Your first steps with Upflow
Your first steps with Upflow
46 articles in this collection
Written by
Alexandre Louisy,
Nathalie Hallé,
and
Jean-Malo
General
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
Invoices Tab
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
Collection workflow Tab
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
Dashboard Tab
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
Clients Tab
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
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
Parameters
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