Filters in Upflow

In Upflow, you can benefit from filters in each list view (tab), such as: Customers, Invoices, Contacts, Actions, Payments, Analytics or even in your Smart rules. The available filters and their format will differ from one view to another. You will find below the list of filters available in each view. In the Customers, Contacts, and Invoices list views, benefit from operators such as “is empty”, “does not contain”, “is between”, etc.

Good to know

When filtering Text fields, you can only filter one value at a time. The value you filter must have the exact same wording (fully or partially) as the one filled at the entity level (customer, invoice, etc.).

Customers

Filter name	Is/Is Not	Empty/Not empty	Contains/Doesn’t contain	Date or amount options	Option
Sync status	✅	✅	❌		True/False
Collection status	✅	✅	❌		True/False
Assigned user	✅	❌	✅		User names
Paused by	❌	✅	✅		User names
Workflow name	❌	✅	✅		Workflow names
Saved payment method	❌	✅	✅		Payment methods
Save payment method status	❌	✅	✅		Failed/Succeeded
Payment method	❌	✅	✅		Payment methods
Autopay	✅	✅	❌		True/False
Surcharges	✅	✅	❌		True/False
Customer portal	✅	✅	❌		True/False
Last action name	❌	✅	✅		Template names
Last action performed by	❌	✅	✅		User names
Last action date	❌	✅	❌	is on; is not on; is after; is before; is on or before; is on or after; is between
Paused until	❌	✅	❌	is on; is not on; is after; is before; is on or before; is on or after; is between
Next action name	❌	✅	✅		Template names
Next action owned by	❌	✅	✅		User names
Next action date	❌	✅	❌	is on; is not on; is after; is before; is on or before; is on or after; is between
Amount due	❌	✅	❌	In default currency:
equal to; is greater than; is greater than or equal to; is less than; is less than or equal to; is between
Amount overdue	❌	✅	❌	In default currency:
equal to; is greater than; is greater than or equal to; is less than; is less than or equal to; is between
Amount outstanding	❌	✅	❌	In default currency:
equal to; is greater than; is greater than or equal to; is less than; is less than or equal to; is between
Amount overdue <31d	❌	✅	❌	In default currency:
equal to; is greater than; is greater than or equal to; is less than; is less than or equal to; is between
Amount overdue 31-60d	❌	✅	❌	In default currency:
equal to; is greater than; is greater than or equal to; is less than; is less than or equal to; is between
Amount overdue 61-90d	❌	✅	❌	In default currency:
equal to; is greater than; is greater than or equal to; is less than; is less than or equal to; is between
Amount overdue >90d	❌	✅	❌	In default currency:
equal to; is greater than; is greater than or equal to; is less than; is less than or equal to; is between
Rating	❌	✅	✅		A, B, C, D
Avg payment delay	❌	✅	❌	Free text in #.
equal to; is greater than; is greater than or equal to; is less than; is less than or equal to; is between
Country	❌	✅	✅		Country list
Language	❌	✅	✅		Language list
Type	❌	✅	✅		Parent/Standard
Custom fields					Options based on the field type.

Invoices

Filter	Is/Is Not	Empty/Not empty	Contains/Doesn’t contain	Date or amount options	Option
Customer	❌	✅	✅	❌	Customer names
Status	❌	✅	✅	❌	In dispute; Due; Overdue; Paid; Voided; Written off; Unsent; Draft
Due date	❌	✅	❌	is on, is not on, is after, is before, is on or before, is on or after, is between
Outstanding amount	❌	✅	❌	Equal to, is greater than, is greater than or equal to, is less than, is less than or equal to, is between
Paid amount	❌	✅	❌	Equal to, is greater than, is greater than or equal to, is less than, is less than or equal to, is between
Total amount	❌	✅	❌	Equal to, is greater than, is greater than or equal to, is less than, is less than or equal to, is between
Aging bucket	❌	✅	✅	❌	Amount overdue <31d
Amount overdue 31-60d
Amount overdue 61-90d
amount overdue >90d
Currency	❌	✅	✅	❌	Currencies (i.e, USD)
Issue date	❌	✅	❌	is on, is not on, is after, is before, is on or before, is on or after, is between
Payment date	❌	✅	❌	is on, is not on, is after, is before, is on or before, is on or after, is between
Promise to pay	✅	❌	❌	❌
Promise to pay date	❌	✅	❌	is on, is not on, is after, is before, is on or before, is on or after, is between
Promise to pay source	❌	✅	✅	❌	Team member/Customer
Invoice workflow	❌	✅	✅	❌	Workflow names
Invoice visibility	✅	❌	❌	❌	Hidden/Visible
Custom fields					Multiple options, based on the field type and values.

Credit notes

Filter name	Field type	Option
Customer	Multi select	Customer names
Issue date	Date	Start date / End date
Amount fully applied	Boolean	True/False
Currency	Multi select	Based on billed currencies in your organization

Contacts

Filter	Is/Is Not	Empty/Not empty	Contains/Doesn’t contain	Option
Customer	❌	✅	✅	Customer names
Phone number status	✅	❌	❌	With phone number
No phone number
Position	❌	✅	✅	Positions available
Main	✅	❌	❌	Yes/No
Email status	✅	❌	❌	Valid email
Invalid email
Source	❌	✅	✅	Your billing tool, Upflow, etc.
Custom fields				Based on the field type and values.

Actions list view

Actions > “To do” tab

Filter name	Field type	Option
Type	Multiselect	Email; Task; Call; Letter; Registered letter; SMS
Workflow name	Multiselect	Workflow names
Workflow type	Multiselect	Customer
Invoice
Campaign	Select	Available campaigns*

Actions > “All” tab

Filter name	Field type	Option
Action name	Multi select	Template names
Customer	Multi select	Customer names
Assigned user	Multi select	User names
Due date	Date	Start/End dates
Performed date	Date	Start/End dates
Action state	Multi select	To do; In Progress; Failed; Ignored; Done
Type	Multi select	Email; Task; Call; Letter; Registered letter; SMS
Workflow name	Multi select	Workflow names
Workflow type	Multi select	Customer
Invoice
Campaign	Multi select	Available list
Performed by	Multi select	User names
Assigned to	Multi select	User names

Payments list view

Filter name	Field type	Option
Received date	Date	Start date/End date
Source	Select	Upflow; Your accounting tool; API; CSV; Manual*
Type	Select	Payment/Refund
External status	Multi select	Canceled; Error; Processing; Voided; Succeeded; Failed; Deleted
Gateway status	Multi select	Canceled; Failed; Processing; Succeeded
Method	Multi select	Available payment methods
Customer	Multi select	Customer names
Amount fully applied	Number	True/False
Amount	Number	Min/Max
Currency	Multi select	Currencies (i.e, USD)
Payout ID	Select	List
Surcharges	Number	Min/Max

Payouts tab

Filter name	Field type	Option
Arrival date	Date	Start date/End date
Created date	Date	Start date/End date
Amount	Number	Start/End date
Status	Multi select	Canceled; Failed; Pending; Paid

Analytics

Filter name	Field type	Option
Date range	Date	Start/End
Assigned user	Multi select	User names
Workflow name	Multi select	Workflow names
Country	Multi select	Available countries
Language	Multi select	Available languages
Rating	Multi select	A, B, C, D
Saved payment method	Multi select	None + available payment methods
Saved payment method status	Multi select	Not applicable/None; Succeeded; Failed
Custom fields		Except for TEXT types

Smart rules

Customer level rules’ filters

Filter name	Field type	Option
Average payment delay	Number	Is minimum/maximum
Country	Multi select	Is or Is not
Amount due	Number	Is minimum/maximum
Amount overdue	Number	Is minimum/maximum
Available payment methods	Multi select	Is or Is not
Workflow name	Multi select	Isselected options
Language	Select	Is or Is not
Type	Select	Is/Is not Parent/Standard
Custom fields		Multiple options, based on the field type and values.

Invoice level rules’ filters

Filter name	Field type	Option
Customer	Multi select	Based on existing customers in Upflow.
Status	Multi select	Invoices status (up to 8)
Due Date	Date	Is Start date/End date
Issue date	Date	Is Start date/End date
Payment date	Date	Is Start date/End date
Outstanding amount	Number	Is minimum/maximum
Total amount	Number	Is minimum/maximum
Paid amount	Number	Is minimum/maximum
Currency	Multi select
Aging bucket	Select
Workflow name	Multi select
Invoice visibility	Select	Is or Is not
Custom fields		Multiple options, based on the field type and values.

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Filters in Upflow

Good to know

Customers

Invoices

Credit notes

Contacts

Actions list view

Actions > “To do” tab

Actions > “All” tab

Payments list view

Payouts tab

Analytics

Smart rules

Customer level rules’ filters

Invoice level rules’ filters

​Good to know

​Customers

​Invoices

​Credit notes

​Contacts

​Actions list view

​Actions > “To do” tab

​Actions > “All” tab

​Payments list view

​Payouts tab

​Analytics

​Smart rules

​Customer level rules’ filters

​Invoice level rules’ filters

Good to know

Customers

Invoices

Credit notes

Contacts

Actions list view

Actions > “To do” tab

Actions > “All” tab

Payments list view

Payouts tab

Analytics

Smart rules

Customer level rules’ filters

Invoice level rules’ filters