Your first steps with Upflow

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

What's the price of US postal reminders?

The postal reminders price breakdown.

Written by Nathalie Hallé
Updated this week

Getting Started Guide for Admins

The Admins' “Getting Started” Guide

Written by Nathalie Hallé
Updated over a week ago

How can I add my bank account details into each customers' 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 send reminders directly from my email address?

Written by Nathalie Hallé
Updated over a week ago

Invoices Tab

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

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 this week

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 can I add my email signature to chasing 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 this week

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

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

Why are some customers not synchronized correctly in Upflow?

Written by Nathalie Hallé
Updated over a week ago

Payments Tab

Enable payment receipts notifications

How to allow payment receipt notifications for your customers?

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