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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.

With Upflow, your customers can save a payment method for future payments. With this saved payment method, they can either enroll in autopay or make manual payments faster.

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Enabling your customers to enroll into autopay

To enable your customers to enroll into Autopay, simply navigate to your payment settings and toggle the option on. You can have it on by default for all new customers as well. From there, you can head over to your customer list view to ensure that all your existing customers can enroll in autopay: After that, all your customers will be able to save a payment method and choose to enroll in autopay or not. → If you decide afterward to disable the save payment method capability after some of your customers have saved a payment method, we will delete the existing saved payment method. → If you decide afterward to disable the autopay capability after some of your customers have enrolled, we will disable autopay for them as well, but the payment methods will remain.

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Saving a payment method on the portal

Your customers will now be able to save a payment method on their portal. For every payment, they will be able to save the payment method and decide whether to enroll in autopay or not.

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Paying manually an invoice with a saved payment method

If they don’t enroll in autopay, this is what their portal will look like: They can select the invoices that they want to pay, click on the pay now button, and confirm the payment.

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Automatic payment of invoices

If your customers decide to enroll in autopay, then we will automatically debit their invoices on the due date. For more details on the autopay logic, please refer to this article.