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Your first steps with Upflow
Your first steps with Upflow
+1
16 articles in this collection
Written by
Côme Chevallier,
Nathalie Hallé,
Jean-Malo
and 1 other
General
How to create multiple platforms on Upflow?
Find out how to quickly and easily create a new organisation in Upflow.
Written by
Samantha Semuhin
Updated over a week ago
Billing Cohorts
The best way to improve your cash collection
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
Getting Started Guide for Admins
The Admins' “Getting Started” Guide
Written by
Nathalie Hallé
Updated over a week ago
Dashboard Tab
Cash forecast
70% of companies die in the first 5 years due to lack of cash. Knowing your cash projection is therefore critical.
Written by
Samantha Semuhin
Updated over a week ago
At-risk rate
What is the at-risk rate? How is it calculated?
Written by
Jean-Malo
Updated over a week ago
As a C-level, how should I use Upflow?
Monitor your team's cash collection actions and outcomes
Written by
Nathalie Hallé
Updated over a week ago
Cash Forecast chart on the analytics tab
How is it calculated?
Written by
Samantha Semuhin
Updated over a week ago
How does Upflow calculate your DSO?
Written by
Nathalie Hallé
Updated over a week ago
How to add attachments to my emails?
You can easily send your customers order forms, tax documents or timesheets along with their invoices to your emails. Find out how below!
Written by
Samantha Semuhin
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
Samantha Semuhin
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 delete a payment imported via the UI or API
Written by
Côme Chevallier
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