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.
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.
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 |
| Early payment discount | ✅ | ✅ | ❌ | | True/False |
| Surcharges | ✅ | ✅ | ❌ | | True/False |
| Late fees | ✅ | ✅ | ❌ | | 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 |
| 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 | Is selected 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. |
