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Upflow can now automatically suggest a promise to pay date when a customer indicates they’ll pay later. This feature analyzes customer communications and invoice context to recommend the most suitable payment timeline.

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When is this useful?

This feature is helpful when:
  • You’re managing multiple payment conversations and need quick, data-driven recommendations
  • You want to maintain consistent follow-up practices across your team

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Prerequisites

To use AI-suggested promise to pay:
  • Email integration: You must have automatic reply imports configured so Upflow can analyze customer communications

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How it works

Upflow analyzes customer communications (e.g., email replies imported into Upflow) to detect when a customer is committing to pay later. When a promise is detected, Upflow:
  1. Identifies the invoice(s) concerned based on the message context and your customer/invoice data.
  2. Suggests a Promise to Pay date based on the conversation
  3. Surfaces the suggestion in-context, along with the supporting excerpt from the customer message when possible.
  4. Keeps you in control: you can accept the suggested date, edit it, or reject it and set a different date.
  5. Logs the outcome once confirmed so your team can follow up consistently and track promises over time.
The promise to pay that is suggested will include a quote from the communication that explains the rationale behind the suggestion. You can always edit it.

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Limitations

  • AI suggestions are based on imported email content only - they cannot analyze calls, letters, or conversations outside Upflow
  • The quality of suggestions depends on clear communication in customer emails
  • Manual review is always recommended to ensure the suggested date aligns with any specific agreements or circumstances

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Frequently asked questions

Can I override the suggested date? Yes. The AI provides a recommendation, but you have full control to accept, modify, or ignore the suggestion and enter your own date. What happens if I don’t agree with the suggestion? Simply enter the date you prefer. The AI learns from actual outcomes over time, so your corrections help improve future suggestions. Does this work for all invoices? The feature works best when there’s sufficient customer history and clear communication about payment intent. For brand new customers or ambiguous replies, suggestions may be less precise. Is this available for all integrations? Yes, as long as your accounting system is connected to Upflow and automatic reply imports are configured, the feature works regardless of your integration type.