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When your customers access their Upflow Portal to check, pay and download their invoices, they can contact you directly from it using the message box. This message will be sent to the Support Email address specified in your Settings > Customer portal. When clicking the Send button, it will redirect them to their e-mail provider with the pre-filled e-mail, ready to be sent! The email will be pre-filled as follows:
  • Subject: Outstanding invoices - Customer name : Your company
  • Content: The content written on the portal
  • Mailto: The “Support email” filled at the organization level in your Settings

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FAQ

  • Will the communications be added to the customer’s timeline?
    • Not at this point
  • Will the customers see a history in the text box?
    • No they won’t
Still have a question? Get in touch!