Upflow changelog
Upflow changelog
upflow.io

At-risk rate

 

New

 

 

At Upflow, we consider outstanding invoices to be at-risk when they are 90-days past due. As a result, you can now see the percentage of your billed invoices on your dashboard at a given month that is left unpaid after 90 days.

Make sure it's as low as possible!

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Help your customers pay via check

 

New

 

 

With every reminder you send, offer your customers the possibility to pay via check.

From their portal, they will see your mailing instructions so they always send checks to the right place and simplify your reconciliation.

Side by side with card payments, who knows? Maybe they will switch 😉

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Aging balance by customer

 

New

 

 

It's not so much about who owes you the most but who has the most at risk. For any customer you have, quickly look at the 90+ days overdue bucket to focus your collection effort on the most difficult customers.

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Tailor Upflow to your needs with saved views

 

New

 

 

In just a few clicks, adapt your table to your needs:

  • Add new information like tags, language, or country
  • Save your view and add as many as you like
  • Mass assign workflows and account managers in 2-clicks
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Align your team around cash collection

 

New

 

 

Aligning your entire team on cash collection is hard. Quickly have a look at who is working actively on the collection, and who needs more help!

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Prioritize your collection efforts

 

New

 

 

Hundreds of actions to do? A call session scheduled? Prioritize your collection efforts to have the biggest impact.

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Portal payments synchronized with Stripe Billing

 

New

 

 

Starting today, if you're using Stripe Billing, any payment triggered from the portal will be automatically synced with Stripe, and the invoices marked as paid. Stop worrying about synchronization and focus on your collection!

Upflow <> Netsuite integration

 

New

 

 

We're delighted to launch a new connector with Upflow: Oracle Netsuite ERP. In a few clicks, you can connect your Netsuite account and sync your data. Then, in just a few minutes, you’ll have access to your platform, where you can start chasing late invoices.

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Workflow and account manager assignation via CSV

 

New

 

 

Do you have a lot of customers and various assignation rules? Use the CSV imports from the customer table to perform bulk assignation using your rules.

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Track any letter you sent

 

New

 

 

Just sent a letter? Track it directly in your customer’s timeline. You’ll know when it's on its way, when your customer received it and if there was an issue.

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