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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

Your Upflow platform is integrated with a native integration If your Upflow platform is integrated to NetSuite, QuickBooks, Stripe Billing, Sellsy or Xero, link your credit notes/memos to the corresponding invoice(s) directly in your billing tool. It will then be synchronized from your billing tool to your Upflow platform. Your Upflow platform is integrated with our API You can link a credit note to an invoice directly from your Upflow platform from the detail of a credit note.
  1. Go to your Invoices tab
  2. Click the Credit Notes section
  3. Click the filter icon in the Invoices column, then click No customer linked
  4. Click the credit note you want to link and select Link to invoice
  5. Choose the invoice you want to link your credit note to, click on the arrow where you want to apply it, and select Done
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