Improvement
We decided to divide the ‘Type’ columns into 2 more relevant and actionable ones: ‘Source’ and ‘Method’.
With the Source one, Upflow displays where the payment information comes from (Invoicing tool, Upflow Customer portal…)
With the Method one, Upflow displays, you guessed it, what payment method was used (Card, Direct Debit…)
The new colors, sorting and filters will help you access useful information faster to craft the best strategy to improve your payment mix. Pro tip: you should have a look at our Customer payment portal.
