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

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

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

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 this week

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

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 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

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

Why are some customers not synchronized correctly in Upflow?

Written by Nathalie Hallé
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 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

Enabling payment receipts notifications

How do you enable payment receipt notifications for your customers?

Written by Nathalie Hallé
Updated yesterday

How to connect my Stripe Account to Upflow?

A quick guide to help you set up your Stripe integration

Written by Nathalie Hallé
Updated yesterday

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 yesterday

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

Written by Nathalie Hallé
Updated yesterday

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

Written by Nathalie Hallé
Updated yesterday

How do I send reminders directly from my email address?

Option 1: Configure your DNS

Written by Nathalie Hallé
Updated yesterday