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.
Add your W9 form to the portal
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.
Send your automated emails at the right time
New
As an Admin, you can now update the time automated emails are sent. This way, your emails will always be on top of your customers' inboxes. Set it up from your company settings.
Payment mix - Drive modern payment methods adoption
New
Do you plan on migrating your customers from checks to autopay? Measure it directly from Upflow’s analytics.
From there, you can see how your payment mix is trending and the impact of your work.
Reply to your customers directly from Upflow
New
Once you get a reply from your customers, you can now continue the discussion from Upflow. Want to follow up on an email previously sent? You can also do it by replying to your own email.
You can try it directly from your actions view.
