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You can use Upflow’s customer portals to capture your customer’s payment methods even when they have no outstanding invoices (yet). 💡 This is especially useful if you want to start collecting payment methods easily as part of your sales or onboarding motions, typically before activating services, or if you’re looking for a better alternative to your existing process. As soon as a new customer is created in Upflow, provided you have enabled online payment methods, you can send them a link to their customer portal for registering a card or direct debit mandate. Their payment method will then be available for use with Autopay: After clicking the save button, they can select the appropriate payment method and decide if they want to enroll in autopay. Then they get a confirmation screen that the payment method has been saved. And they can see the payment methods they’ve saved directly in their portal. They can add another method, or change which one is used for Autopay, at any time — no outstanding invoice needed.
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This functionality also works for existing customers with no current outstanding invoices, so you can make it easy for them to switch to online payments as part of their customer journey with your company:
On a native Sage Intacct or NetSuite integration, you can even capture a payment method for a customer who doesn’t exist in your accounting system yet — by creating them through the API. See Capture a payment method early in the sales cycle.