New
From your customer list, discover your worst payers based on their ratings and set them on a more aggressive workflow to ensure their swift payment.
The rating is computed based on the payment delay on the due date.
Last visit to Upflow
New
From the Members list, quickly check when your team connected for the last time to ensure they stay on top of their collection.
Promise to pay from the portal
New
We are excited to announce the launch of the new Promise to Pay feature!
This new feature allows your customers to add a promise to pay directly from their portal. When they do, their account manager will be automatically notified.
Additionally, you can see all the invoices with a promise to pay from your invoice list.
Check it out here.
Add your W9 form to the portal
New
From now on, you can share any document you would like with all your customers. This can be a W9 form or any other document your customers need to pay you. Set it up from here.
Upflow now support Voided Invoices
Improvement
These invoices are still visible in the product but are excluded from the collection and your outstanding amount.
NetSuite - You can now perform your collection at the Project level in Upflow
New
You can now collect your unpaid invoices at the Project level in Upflow.
Toggling this new setting, will reorganize your data and import your dedicated contacts, invoices, and Project name. You can then assign dedicated collection workflows and account managers to your Projects in Upflow.
Set it up here.
You can read more about it here.
Contact’s job titles - Know exactly who you are talking to
New
Thanks to the contact’s job titles, imported from Salesforce or the interface, you can customize your communication on the spot to have the best impact.
Set a target for your DSO
New
You can now set a target for your DSO directly from your analytics section to track your performance and define concrete goals for your team.
Add any bank details to your Upflow portal
New
We slightly improved the bank details you can display on your customers' portals.
If you have a Canadian, Singaporian, or any bank account, you can now add those as a payment option.
Set it up from here.
Past & Upcoming actions columns in the customer list
New
In a few clicks, understand where your customers stand in their collection process. You can see who performed the last reminder, when and what the action was, and the next steps.
Add those columns to your customer list from here.
