# Upflow ## Home - [Upflow Documentation](https://docs.upflow.io/en-us/index.md): Everything you need to manage your accounts receivable and get paid faster. ## Essentials ### Get started - [πŸš€ Upflow Onboarding Guide - Introduction](https://docs.upflow.io/en-us/essentials/get-started/onboarding-guide-introduction.md): Walk through Upflow's six-step onboarding journey, from initial setup to go-live, with most teams completing the full configuration in a few days to weeks. - [πŸ”Œ Step 1 β€” Sign up & sync your data](https://docs.upflow.io/en-us/essentials/get-started/step-1-sign-up-sync-data.md): Connect your billing or ERP system to Upflow so customers, invoices, and contacts become visible β€” the first step of the onboarding before going live. - [πŸ‘₯ Step 2 β€” Manage your team](https://docs.upflow.io/en-us/essentials/get-started/step-2-manage-your-team.md): Add team members to Upflow with the right roles and assign account managers to customers before configuring workflows and automation in later steps. - [βš™οΈ Step 3 β€” Configure your settings](https://docs.upflow.io/en-us/essentials/get-started/step-3-configure-your-settings.md): Set up company identity, verify your email domain, configure replies import and aliases β€” the essential settings required to run collections in Upflow. - [Step 4 β€” Collect online payments](https://docs.upflow.io/en-us/essentials/get-started/step-4-collect-online-payments.md): Complete KYC, enable payment methods, and run a first live payment β€” the fourth step of your onboarding journey before go-live. - [πŸ“ Step 5 β€” Configure workflows & automation](https://docs.upflow.io/en-us/essentials/get-started/step-5-configure-workflows.md): Build collection workflows in Upflow with clear owners, senders, and recipients to streamline reminders and automate your dunning process end to end. - [πŸš€ Step 6 β€” Go Live](https://docs.upflow.io/en-us/essentials/get-started/step-6-go-live.md): Exit Test Mode, disable duplicate reminders in other tools, and start sending automated collection reminders from Upflow β€” the final onboarding step. - [Your Upflow Portal](https://docs.upflow.io/en-us/essentials/get-started/your-upflow-portal.md): Access your billing portal from Upflow's Settings to review outstanding and paid invoices, manage payment methods, and download billing details as an admin. - [Contact our Support team](https://docs.upflow.io/en-us/essentials/get-started/contact-our-support-team.md): Reach Upflow's Support team by emailing support@upflow.io or by submitting and tracking your requests from the Contact Support form in your profile. ### Upflow Configuration #### Your User Profile - [Set Up My Profile](https://docs.upflow.io/en-us/upflow-configuration/your-user-profile/set-up-my-profile.md): Manage your Upflow profile and notification preferences so you stay updated on key collection events and keep your account information accurate. - [Customize my Profile Notifications](https://docs.upflow.io/en-us/upflow-configuration/your-user-profile/customize-my-profile-notifications.md): Tailor your email, in-app, and Slack notifications in Upflow to stay informed about overdue invoices, assigned actions, and other critical collection events. - [Set Up my Profile Signature](https://docs.upflow.io/en-us/upflow-configuration/your-user-profile/set-up-my-profile-signature.md): Personalize Upflow email reminders by adding and managing a professional signature on your profile, reinforcing your brand in every customer message. - [What language is used across Upflow?](https://docs.upflow.io/en-us/upflow-configuration/your-user-profile/ui-language.md): Choose between English (US), English (UK), and French (FR) for your Upflow app interface, and learn how dates, amounts, and tags adapt by language. #### Your Team's Access - [Invite and manage your organization's users](https://docs.upflow.io/en-us/upflow-configuration/your-teams-access/invite-and-manage-your-organizations-users.md): Invite team members to Upflow as an admin, assign the right roles, and update access levels from Settings > Users to keep permissions accurate over time. - [Create user Groups](https://docs.upflow.io/en-us/upflow-configuration/your-teams-access/create-user-groups.md): Organize Upflow users into groups by job function so you can identify each person's role and assign them collection actions inside your workflows. - [Delete users/team members from my organization](https://docs.upflow.io/en-us/upflow-configuration/your-teams-access/delete-team-members.md): Remove team members from your Upflow organization in the Settings > Users section when a collaborator leaves or no longer needs collections access. #### Organization Configuration - [Filters in Upflow](https://docs.upflow.io/en-us/upflow-configuration/organization-configuration/filters.md): Use Upflow's list filters across Customers, Invoices, Contacts, Actions, Payments and Analytics with operators like is empty, is between, or does not contain. - [Manage multiple organizations](https://docs.upflow.io/en-us/upflow-configuration/organization-configuration/manage-multiple-organizations.md): Create and switch between as many Upflow organizations as your business needs, with each entity managed as its own independent workspace. - [Test Mode](https://docs.upflow.io/en-us/upflow-configuration/organization-configuration/test-mode.md): Configure and preview your Upflow organization safely in Test Mode, where outbound actions are disabled so nothing reaches customers until you go live. - [Your Upflow list views](https://docs.upflow.io/en-us/upflow-configuration/organization-configuration/list-views.md): Customize Upflow's Customers, Invoices, Contacts, Payments, and Actions list views by rearranging columns, sorting, and filtering to focus on the data you need. ## Integrations - [Pennylane & Upflow](https://docs.upflow.io/en-us/integrations/pennylane/overview.md): Connect Pennylane to Upflow with a one-click OAuth flow, then keep customer, invoice, and payment data fresh through incremental syncs every ten minutes. - [Connect Zuora to Upflow - Initial Sync](https://docs.upflow.io/en-us/integrations/zuora/connect.md): Set up the Zuora integration with Upflow in about ten minutes: create an API user, grant the right permissions, and run the initial AR data sync. - [Rillet & Upflow](https://docs.upflow.io/en-us/integrations/rillet.md): Connect Rillet to Upflow and see how customers, invoices, and credit memos sync to power your AR workflows and accelerate cash collection. - [Connect Upflow with Slack](https://docs.upflow.io/en-us/integrations/slack/connect-upflow-with-slack.md): Connect Slack to Upflow to receive collection notifications as direct messages and streamline collaboration with customer-facing teams already on Slack. - [Import payments into Upflow](https://docs.upflow.io/en-us/integrations/legacy-invoice-pipeline/import-payments-into-upflow.md): Import payments into Upflow via CSV when using a full API integration, with the required file format and reconciliation rules for outstanding invoices. ### General - [Invoices - Only use PDFs imported via the Upflow API](https://docs.upflow.io/en-us/integrations/general/invoices-only-use-pdfs-imported-via-the-upflow-api.md): Override invoice PDFs from native integrations like NetSuite or Chargebee by uploading custom PDFs through the Upflow API for your customer portal. - [Discrepancies between Upflow and my billing/accounting software](https://docs.upflow.io/en-us/analytics/good-to-know/discrepancies-between-upflow-and-my-billingaccounting-software.md): Diagnose mismatches between Upflow and your accounting software: foreign exchange, unsent invoices, future-dated invoices, and sync issues. - [Understanding Fix Transactions](https://docs.upflow.io/en-us/integrations/general/understanding-fix-transactions-in-upflow.md): Learn what fix transactions are in Upflow, why they appear, and how they keep your balances aligned with NetSuite, QuickBooks, Chargebee, or other accounting systems. ### NetSuite - [Connect my NetSuite account to Upflow - first synchronization](https://docs.upflow.io/en-us/integrations/netsuite/connect.md): Step-by-step guide to connecting NetSuite to Upflow: required permissions, role setup, integration token, and what gets synced from day one. - [NetSuite Subsidiaries](https://docs.upflow.io/en-us/integrations/netsuite/subsidiaries.md): How NetSuite subsidiaries are selected during integration setup with Upflow and how the chosen subsidiary scopes which customers and invoices get synced. - [NetSuite Customers & Contacts](https://docs.upflow.io/en-us/integrations/netsuite/customers-and-contacts.md): How NetSuite customers and contacts sync to Upflow, including name resolution, country mapping, customer hierarchy, and contact role handling. - [NetSuite Invoices & Credit Memos](https://docs.upflow.io/en-us/integrations/netsuite/invoices-and-credit-memos.md): Understand how open NetSuite invoices and credit memos sync to Upflow, which fields are imported, and how amounts and statuses stay aligned over time. - [NetSuite Custom Fields](https://docs.upflow.io/en-us/integrations/netsuite/custom-fields.md): Sync NetSuite custom fields into Upflow to power Smart Rules, list filtering, and analytics segmentation on customers, invoices, contacts, and payments. - [Export Upflow data to NetSuite](https://docs.upflow.io/en-us/integrations/netsuite/export-data.md): Write customer-level collection data from Upflow back to NetSuite customer records so your finance team sees the latest AR status without leaving NetSuite. - [Online payments sync for NetSuite](https://docs.upflow.io/en-us/integrations/netsuite/online-payments-sync-for-netsuite.md): Automate import and reconciliation of Upflow online payments into NetSuite in real time, with full Autopay support for end-to-end collection automation. - [NetSuite - Payment method mapping](https://docs.upflow.io/en-us/integrations/netsuite/payment-method-mapping.md): Map your Upflow payment methods to your NetSuite payment methods so every payment Upflow exports carries its payment method and check number, making payments from Upflow easy to trace in NetSuite. - [NetSuite - Upflow refund management](https://docs.upflow.io/en-us/integrations/netsuite/refund-management.md): How Upflow exports refunds to NetSuite as Customer Refunds, including handling for payments with or without invoice allocation and partial refunds. - [NetSuite - Payment late failure](https://docs.upflow.io/en-us/integrations/netsuite/late-payment-failure.md): How Upflow handles asynchronous ACH and SEPA payment failures with NetSuite by creating offsetting refunds and clearly flagging both records in the memo. - [NetSuite - Common error messages and solutions](https://docs.upflow.io/en-us/integrations/netsuite/common-errors.md): Reference of frequent NetSuite integration errors in Upflow with concrete fixes, covering concurrency limits, permissions, and sync issues you may hit. - [Allowance for bad debt](https://docs.upflow.io/en-us/integrations/netsuite/allowance-for-bad-debt.md): How NetSuite allowance for bad debt is handled in Upflow so journal entries are recorded accurately without affecting customer balances under collection. - [Reconnect NetSuite to Upflow](https://docs.upflow.io/en-us/integrations/netsuite/reconnect.md): Restore your NetSuite sync after a disconnection from Upflow, with the steps to clear the red banner and resume syncing invoices, customers, and payments. ### Sage Intacct - [Sage Intacct & Upflow - Overview](https://docs.upflow.io/en-us/integrations/sage-intacct/overview.md): Overview of how the Sage Intacct integration works with Upflow: subsidiaries, sync frequency, supported data, and key limitations to know upfront. - [Synchronize Upflow with Sage Intacct](https://docs.upflow.io/en-us/integrations/sage-intacct/connect.md): Step-by-step guide to connecting Sage Intacct to Upflow: authorize the Sender ID, configure Web Services, and sync invoices, customers, and payments. - [Reconnect Sage Intacct to Upflow](https://docs.upflow.io/en-us/integrations/sage-intacct/reconnect.md): Restore the Sage Intacct sync after a disconnection: required admin access, integration user checks, and how Upflow recovers data created during downtime. - [Sage Intacct - Payment write-back](https://docs.upflow.io/en-us/integrations/sage-intacct/payment-write-back.md): How Upflow payments are written back to Sage Intacct, how to choose the GL account, how to track sync status, and how to recover from a failed export. - [Sage Intacct - Payment method mapping](https://docs.upflow.io/en-us/integrations/sage-intacct/payment-method-mapping.md): How Upflow payment methods are exported to Sage Intacct when Upflow writes back payments, with the built-in mapping between each Upflow payment method and its Sage Intacct equivalent. - [Sage Intacct - Upflow refund management](https://docs.upflow.io/en-us/integrations/sage-intacct/refund-management.md): How Upflow exports refunds to Sage Intacct as payment reversals, including handling late payment failures and invoice reallocation after a refund. - [Sage Intacct - Payout reconciliation](https://docs.upflow.io/en-us/integrations/sage-intacct/payout-reconciliation.md): Manually reconcile Payments by Upflow payouts in Sage Intacct: required accounts, grouping AR Payments into a deposit, and booking fees and surcharges. - [Write applied transactions back to Sage Intacct](https://docs.upflow.io/en-us/integrations/sage-intacct/cash-app-write-back.md): How Upflow writes bank transactions you apply in cash application back to Sage Intacct as AR Payments, how to set it up, how edits are handled, and how to track the sync status. ### Chargebee - [Connect my Chargebee account to Upflow](https://docs.upflow.io/en-us/integrations/chargebee/connect.md): Sync your Chargebee account with Upflow in minutes: pick your currency, locate your namespace, generate the connection, and start your cash collection. - [Chargebee Customers & Contacts](https://docs.upflow.io/en-us/integrations/chargebee/customers-and-contacts.md): Understand how Chargebee customers and contacts sync to Upflow, including data mapping, main contact selection, and how updates flow between systems. - [Chargebee Customer Custom Fields](https://docs.upflow.io/en-us/integrations/chargebee/customer-custom-fields.md): Import Chargebee customer custom fields into Upflow to segment accounts, assign workflows and payment methods, and route them to the right account managers. ### QuickBooks - [Connect Upflow to QuickBooks Online](https://docs.upflow.io/en-us/integrations/quickbooks/connect.md): Connect QuickBooks Online to Upflow via OAuth: admin requirements, permissions granted, and what happens during the first sync of your accounting data. - [Upflow-QuickBooks Online integration overview](https://docs.upflow.io/en-us/integrations/quickbooks/overview.md): Connect QuickBooks Online to Upflow with OAuth. Sync customers, invoices, and payments in real-time. - [QuickBooks - Payment write-back](https://docs.upflow.io/en-us/integrations/quickbooks/payment-write-back.md): How Upflow payments are written back to QuickBooks Online as Receive Payments, how references are reused, and how to recover from a failed export. - [QuickBooks - Upflow refund management](https://docs.upflow.io/en-us/integrations/quickbooks/refund-management.md): How Upflow exports refunds to QuickBooks as Expenses and Credit Notes, what settings are required, and how partial refunds are applied to invoices. - [QuickBooks - Payout reconciliation](https://docs.upflow.io/en-us/integrations/quickbooks/payout-reconciliation.md): Manually reconcile Payments by Upflow payouts in QuickBooks Online: required accounts, booking fees and surcharges, and matching the bank deposit. ### Stripe Billing - [Reconnect Stripe to Upflow](https://docs.upflow.io/en-us/integrations/stripe-billing/reconnect.md): Restore the Stripe Billing or Stripe Payments connection to Upflow after a disconnection, including the Stripe Admin requirement and step-by-step flow. - [Stripe Billing & Upflow](https://docs.upflow.io/en-us/integrations/stripe-billing/overview.md): Connect Stripe Billing to Upflow and see how invoices, customers, and payments sync to power your AR workflows and accelerate cash collection. ### Xero - [Connect Upflow to Xero](https://docs.upflow.io/en-us/integrations/xero/connect.md): Set up the Xero integration to keep invoices, customers, and payments in sync with Upflow and power your collection workflows with always-current data. - [Xero - Payment & write back](https://docs.upflow.io/en-us/integrations/xero/payment-and-write-back.md): Configure payment write-back to Xero so every Upflow payment is automatically pushed to the right bank account per currency and reconciled to its invoice. - [Xero and Upflow: FAQ](https://docs.upflow.io/en-us/integrations/xero/faq.md): Common Xero integration questions answered: how to disconnect, reconnect, manage sync issues, and resolve write-back errors between Xero and Upflow. ### Salesforce - [Connect Salesforce to Upflow](https://docs.upflow.io/en-us/integrations/salesforce/connect.md): Set up the Salesforce integration with Upflow: connection options, importing account owners, contacts and custom fields, and exporting the customer portal link. - [Import Salesforce data](https://docs.upflow.io/en-us/integrations/salesforce/import-data.md): Import Salesforce contacts, account owners, and custom fields into Upflow at the account level to enrich collection workflows and assignments. - [How to import collection emails in Salesforce?](https://docs.upflow.io/en-us/integrations/salesforce/import-collection-emails.md): Use the Email-to-Salesforce feature to automatically import Upflow collection emails into Salesforce so commercial teams see customer financial context. - [Export Upflow data to Salesforce](https://docs.upflow.io/en-us/integrations/salesforce/export-data.md): Push customer-level collection data from Upflow to Salesforce so commercial teams always see the latest AR status alongside their accounts and opportunities. ### HubSpot - [Connect HubSpot to Upflow](https://docs.upflow.io/en-us/integrations/hubspot/connect.md): Connect the HubSpot CRM to Upflow: authorize access, map a shared identifier between HubSpot companies and your customers, and choose which data to sync. - [Import HubSpot data](https://docs.upflow.io/en-us/integrations/hubspot/import-data.md): Import HubSpot company custom fields into Upflow to enrich your customers and drive smarter collection workflows. - [Export Upflow data to HubSpot](https://docs.upflow.io/en-us/integrations/hubspot/export-data.md): Push customer-level collection data from Upflow to HubSpot company properties so your commercial team always sees the latest AR status on each account. ## Analytics - [Schedule dashboards by email](https://docs.upflow.io/en-us/analytics/saved-reports/schedule-dashboards-by-email.md): Schedule Upflow analytics dashboards to be emailed to you or your team daily, weekly, or monthly to keep finance stakeholders informed automatically. ### Homepage - [At-risk rate](https://docs.upflow.io/en-us/analytics/homepage/at-risk-rate.md): Track the share of invoices that go 90+ days past due with Upflow's at-risk rate β€” a leading indicator for write-offs and collection effectiveness. - [How does Upflow calculate your DSO?](https://docs.upflow.io/en-us/analytics/homepage/dso-calculation.md): Learn how Upflow calculates your DSO using the Countback method, including which invoices and payments feed the formula and how to break it down. ### Good to know - [Analytics - Filter and export your data](https://docs.upflow.io/en-us/analytics/good-to-know/analytics-filter-and-export-your-data.md): Filter your Upflow Analytics view by date range, workflow, country, account manager, or custom fields, then export the data to CSV or Excel. - [Multi-currency conversion in Upflow](https://docs.upflow.io/en-us/analytics/good-to-know/multi-currency-conversion.md): How Upflow converts multi-currency amounts to your organization's default currency using daily fixer.io rates, and how to read the breakdown. - [Unapplied amounts in Analytics](https://docs.upflow.io/en-us/analytics/good-to-know/unapplied-amounts-in-analytics.md): Understand how unapplied payments, refunds, and credit notes affect your outstanding amount, DSO, and aging balance across Upflow analytics. ### Widgets - [Aging balance](https://docs.upflow.io/en-us/analytics/widgets/aging-balance.md): Visualize how your receivables age over time with the Upflow aging balance widget, broken down by due, overdue brackets, and unapplied amounts. - [Billing cohorts](https://docs.upflow.io/en-us/analytics/widgets/billing-cohorts.md): Compare invoice collection speed across monthly cohorts in Upflow to spot trends in payment behavior and measure improvements in your dunning process. - [Cash forecast](https://docs.upflow.io/en-us/analytics/widgets/cash-forecast.md): Project incoming cash from your receivables in Upflow, based on historical billing-cohort collection patterns and your upcoming sales numbers. - [Collection effectiveness index](https://docs.upflow.io/en-us/analytics/widgets/collection-effectiveness-index.md): Measure how much of what could be collected was actually collected with Upflow's CEI widget, a seasonality-resilient complement to DSO. - [Payment mix](https://docs.upflow.io/en-us/analytics/widgets/payment-mix.md): Analyze the month-on-month breakdown of payments received in Upflow by method (card, ACH, SEPA, check) to spot trends and optimize processing costs. - [Email open rate significant drop](https://docs.upflow.io/en-us/analytics/widgets/email-open-rate-significant-drop.md): Troubleshoot a sudden drop in dunning email open rate by checking your DNS records and domain verification in Upflow's Deliverability settings. - [Follow performed actions month by month](https://docs.upflow.io/en-us/analytics/widgets/follow-performed-actions-month-by-month.md): Monitor collection activity month over month in Upflow with the Actions analytics widget, broken down by emails, calls, letters, and account manager. ## Collection & Collaboration - [Notify my team in Upflow](https://docs.upflow.io/en-us/collection-and-collaboration/collaboration/notify-your-team.md): Use @mentions in Upflow to ping colleagues across Finance, Sales or C-level teams and keep internal cash collection conversations logged on the customer timeline. - [Templates](https://docs.upflow.io/en-us/collection-and-collaboration/collaboration/templates.md): Reuse predefined action content across workflows and campaigns in Upflow, so updating a template instantly applies to every linked email, task, call, SMS or letter. ### Workflows - Basics - [Workflow's first action logic](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-basics/workflows-first-action-logic.md): Understand how Upflow picks the first dunning action when a workflow is assigned, with standard or contextual logic based on the oldest invoice due date. - [Customer-level workflow trigger](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-basics/customer-level-workflow-trigger.md): Set how Upflow assigns customer-level workflows on sync, when the first dunning action fires and how often follow-ups repeat based on the oldest invoice due date. - [Invoice-level workflow trigger](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-basics/invoice-level-workflow-trigger.md): Drive dunning at the invoice level in Upflow by configuring trigger logic, first action timing and follow-up cadence based on each invoice's due date. - [Send collection reminders with a parent/children hierarchy](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-basics/parent-children-hierarchy-reminders.md): Configure Upflow dunning workflows to chase parent customers, child entities or both, depending on your billing setup and the structure of your customer hierarchy. - [Default reply recipient - configure your reminders' Reply-to](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-basics/default-reply-recipient-configure-your-reminders-reply-to.md): Choose who receives replies to email reminders sent from Upflow by setting the Reply-to recipient on each workflow, either the sender or a custom address. - [Workflow last action specificity](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-basics/workflow-last-action-specificity.md): Learn how the final action of an Upflow workflow loops at your defined contact delay to keep chasing aged invoices, and how task-type actions behave differently. - [Copy a workflow from one organization to another](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-basics/copy-a-workflow-from-one-organization-to-another.md): Duplicate a proven Upflow workflow into another organization with one click, then adjust or assign it to customers without rebuilding it from scratch. ### Workflows - Customize your collection - [Action types - Collection Reminders](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-customize-your-collection/action-types-collection-reminders.md): Mix emails, calls, SMS, tasks and letters in Upflow workflows, choose between automatic and manual actions, and escalate your dunning cycle for better recovery results. - [Customize Collection Reminders](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-customize-your-collection/customize-collection-reminders.md): Tailor each step of an Upflow workflow by adjusting reminder names, recipients, tone and content, escalating from soft email follow-ups to legal involvement. - [Aliases](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-customize-your-collection/aliases.md): Create dedicated email aliases in Upflow settings to power a fully white-labeled portal experience for your customers when they pay or interact with you. - [Test your email templates](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-customize-your-collection/test-your-email-templates.md): Send a preview email to yourself from any Upflow workflow action to validate content, formatting and dynamic tags before reminders go out to your customers. - [Sending automatic actions](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-customize-your-collection/sending-automatic-actions.md): Automate emails, SMS and letters across your Upflow workflows so they trigger on the scheduling time set for your organization, freeing your team from manual sends. - [Collection tag inserter](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-customize-your-collection/collection-tag-inserter.md): Personalize Upflow reminders with dynamic tags that pull invoice references, amounts and customer details into each follow-up, then organize your dunning at scale. - [Collection tag inserter - Best practices](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-customize-your-collection/collection-tag-inserter-best-practices.md): Pick the right collection tags in your Upflow email and letter templates, focusing on the carrying invoice and other key references to keep reminders accurate. - [Add attachments to my emails](https://docs.upflow.io/en-us/collection-and-collaboration/workflows-customize-your-collection/add-attachments-to-my-emails.md): Attach files to Upflow email reminders on the fly via drag and drop, or set default attachments at the workflow action level so every customer receives the same documents. - [Send emails to a custom field address](https://docs.upflow.io/en-us/core-entities/contacts/custom-field-email-recipients.md): Use an email address stored in a custom field as the recipient of your customer communications, so reminders reach the right person on each invoice or customer automatically. ### Run your collection - [AI editor assistant](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/ai-editor-assistant.md): Turn rough bullet points into polished reminders and notes inside Upflow with an AI editor that improves writing, fixes grammar, translates and adjusts tone. - [Manage your Collection: optimize & pause your reminders](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/manage-and-pause-collection.md): Control when and how Upflow contacts your customers by enabling or disabling automatic actions and pausing the whole collection process from your organization settings. - [Perform actions in bulk](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/perform-actions-in-bulk.md): Ignore or perform multiple manual collection actions at once from the Upflow actions list view, and learn which prerequisites unlock the bulk Perform option. - [Action campaigns](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/action-campaigns.md): Send personalized batch communications to selected customers in Upflow, regardless of balance or workflow status, to request updated payment details or run targeted outreach. - [Pause a customer's collection](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/pause-a-customers-collection.md): Delay pending or scheduled dunning actions for a specific customer in Upflow when payment is agreed for a later date, then automatically resume after the pause expires. - [Execute an action out of the workflow](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/execute-an-action-out-of-the-workflow.md): Trigger a manual reminder or log an unplanned call in Upflow before the next workflow step is due, while keeping all customer communication mirrored on the timeline. - [Ignore or skip a step in my workflow](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/ignore-or-skip-a-step-in-my-workflow.md): Skip pending dunning actions for a customer or invoice in Upflow to jump to the next reminder earlier when the standard workflow timing no longer fits the case. - [Ad hoc actions](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/ad-hoc-actions.md): Create standalone tasks and reminders in Upflow outside any workflow to track manual follow-ups, team coordination or one-off collection actions on any customer or invoice. - [Collection troubleshooting - what blocks my reminders](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/collection-troubleshooting-what-blocks-my-reminders.md): Diagnose why expected dunning reminders are not being sent in Upflow by reviewing workflow triggers, customer status and other conditions that pause collection. - [Email reminders: Delivery Statuses](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/email-reminders-delivery-statuses.md): Track whether your email and letter reminders are sent, delivered, opened or refused from the customer timeline in Upflow, and learn what each status means. - [Why does a reminder action appear in my actions whereas I planned it for a later date?](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/reminders-unexpected-scheduling.md): Find out why a reminder you postponed reappears in your Upflow To-do list, usually after a workflow change or a payment shifting the carrying invoice. - [Why can’t I see some reminders or the same number as my colleague’s?](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/reminder-visibility-differences.md): Understand why your Upflow Actions tab shows a different number of reminders than your colleagues, based on your role and the Owner field assigned to each action. - [Sending payment receipts to your customers](https://docs.upflow.io/en-us/collection-and-collaboration/run-your-collection/sending-payment-receipts-to-your-customers.md): Confirm payments to your customers with automatic email receipts in Upflow, and give them access to the paid invoice PDF and outstanding balance via their portal. ### Send invoices from Upflow - [Send invoices from Upflow ✨](https://docs.upflow.io/en-us/collection-and-collaboration/send-invoices-from-upflow/overview.md): Issue invoices directly from Upflow over email, postal mail or AP portals, customize the billing message and keep billing and collection visible in one place. ### Emails - [Sending emails](https://docs.upflow.io/en-us/collection-and-collaboration/emails/sending-emails.md): Compare the three ways to send Upflow email reminders, from the default Mailgun sender to a custom domain, subdomain or SMTP server, and pick the right option. - [Sending emails - Configure your domain](https://docs.upflow.io/en-us/collection-and-collaboration/emails/sending-emails-configure-your-domain.md): Set up the DNS records required by Mailgun to send Upflow reminders from your own domain, with step-by-step guidance for your technical team and admins. - [Sending emails - Configure a subdomain](https://docs.upflow.io/en-us/collection-and-collaboration/emails/sending-emails-configure-a-subdomain.md): Send Upflow reminders through a Mailgun subdomain when your main domain is already in use, including DNS verification and required email routing rules. - [Connect to a custom SMTP server](https://docs.upflow.io/en-us/collection-and-collaboration/emails/connect-to-a-custom-smtp-server.md): Send Upflow reminders through your own SMTP server when Mailgun is not an option, with authentication steps and details on the email-tracking limitations involved. - [Import your customers replies automatically](https://docs.upflow.io/en-us/collection-and-collaboration/emails/import-your-customers-replies-automatically.md): Forward customer email replies to a dedicated Upflow address so they appear on the right timeline next to the original reminder, manually or through automatic rules. - [Import customer emails automatically with Gmail Integration](https://docs.upflow.io/en-us/collection-and-collaboration/emails/gmail-email-import-beta.md): Connect Gmail to Upflow to import customer emails in near real-time, sync up to 90 days of history and centralize every conversation on the customer timeline. - [Manage your customers' replies in Upflow](https://docs.upflow.io/en-us/collection-and-collaboration/emails/manage-customer-replies.md): Centralize incoming customer replies in your Upflow inbox, decide how new emails impact ongoing dunning workflows and respond without switching to another tool. - [Draft email replies automatically with Upflow's AI](https://docs.upflow.io/en-us/collection-and-collaboration/emails/draft-email-replies-automatically-with-upflows-ai.md): Generate context-aware reply drafts to customer emails directly in Upflow with Suggested Replies, then review, customize and send without rewriting from scratch. - [Collection agents](https://docs.upflow.io/en-us/collection-and-collaboration/emails/collection-agents.md): Let an AI collection agent handle inbound customer emails in Upflow β€” reply, log promises to pay and raise disputes. - [Understanding Email Display in Timelines](https://docs.upflow.io/en-us/collection-and-collaboration/emails/understanding-email-display-in-timelines.md): Learn how Upflow matches incoming and outgoing emails to customers or invoices, and how the resulting timeline display changes based on your collection workflow setup. - [Action emails not delivered](https://docs.upflow.io/en-us/collection-and-collaboration/emails/action-emails-not-delivered.md): Investigate failed Upflow reminder emails using the Team Activity analytics view, count delivery failures per month and identify the root causes behind them. - [Deliverability - HTTPS links](https://docs.upflow.io/en-us/collection-and-collaboration/emails/deliverability-https-links.md): Ensure outbound Upflow emails use HTTPS links to improve deliverability, verify your DNS records in the Deliverability settings and fix issues if they are invalid. ### Letters - [Send postal reminders from Upflow](https://docs.upflow.io/en-us/collection-and-collaboration/letters/send-postal-reminders.md): Add regular or registered letters to your dunning workflows in Upflow to escalate overdue customers when email and phone calls fail to recover payment. - [Postal reminders pricing](https://docs.upflow.io/en-us/collection-and-collaboration/letters/postal-reminders-pricing.md): Review the per-letter fees billed in addition to your Upflow subscription, including monthly invoicing terms and how to access discounted letter bundles. ### Live Calls - [Live calls pricing](https://docs.upflow.io/en-us/collection-and-collaboration/live-calls/live-calls-pricing.md): Pay only for the minutes spent calling customers from Upflow Live Calls, and review the additional per-minute fee that applies when recording and transcripts are enabled. - [Live calls from Upflow](https://docs.upflow.io/en-us/collection-and-collaboration/live-calls/live-calls-from-upflow.md): Call your customers directly from Upflow without switching tools β€” from a shared number or from your own verified caller ID β€” with phone number requirements, country code formatting rules and tips to keep context across teams. ### SMS - [SMS Reminders: Connect More Personally with Your Customers](https://docs.upflow.io/en-us/collection-and-collaboration/sms/sms-reminders-overview.md): Add SMS reminders to your Upflow dunning mix to reach customers worldwide in one click, reduce manual work and boost the impact of your collection cycle. - [SMS Reminders: customize the sender name](https://docs.upflow.io/en-us/collection-and-collaboration/sms/sms-sender-name.md): Replace the default Upflow sender with your own company name on SMS reminders so customers instantly recognize who's contacting them and trust your messages. - [SMS Reminders: pricing](https://docs.upflow.io/en-us/collection-and-collaboration/sms/sms-reminders-pricing.md): Review Upflow's pay-as-you-go SMS pricing, including the two cost components and how international destinations affect the rate of each text reminder sent. ### Smart Rules - [Smart rules](https://docs.upflow.io/en-us/collection-and-collaboration/smart-rules/smart-rules.md): Automate manual tasks in Upflow with event-based smart rules combining entity, trigger, filter and action, and centralize every rule from the settings panel. - [Customer smart rules](https://docs.upflow.io/en-us/collection-and-collaboration/smart-rules/customer-smart-rules.md): Apply customer-level automations in Upflow with smart rules built from a trigger, optional filters and a final action, and review the triggers available. - [Invoice smart rules](https://docs.upflow.io/en-us/collection-and-collaboration/smart-rules/invoice-smart-rules.md): Automate invoice-level processes in Upflow with smart rules triggered on creation or update, then filter and apply actions tailored to your collection logic. - [Smart rules - Filters best practices](https://docs.upflow.io/en-us/collection-and-collaboration/smart-rules/smart-rules-filters-best-practices.md): Combine additive or independent filters when configuring Upflow smart rules, with practical examples covering the most common triggers and edge cases. - [Smart Rules - Assignment Best Practice](https://docs.upflow.io/en-us/collection-and-collaboration/smart-rules/smart-rules-assignment-best-practice.md): Bulk update existing customers and invoices when creating or editing a smart rule in Upflow, so the new logic applies retroactively to records already in the platform. ## Payments ### Accept online payments - [Introduction - Payments by Upflow](https://docs.upflow.io/en-us/payments/accept-online-payments/introduction-payments-by-upflow.md): Discover Payments by Upflow, the B2B online payments stack built on Stripe infrastructure that powers card, ACH, SEPA, and BACS collection in customer portals. - [Onboarding & setup](https://docs.upflow.io/en-us/payments/accept-online-payments/onboarding-and-setup.md): Complete the Stripe KYC flow to activate Payments by Upflow, submit business and owner details, and link the bank account that will receive your payouts. - [Managing online payment methods](https://docs.upflow.io/en-us/payments/accept-online-payments/managing-online-payment-methods.md): Configure card and direct debit payments in Upflow, set transaction limits, enable surcharges, and assign methods to new and existing customers. - [Statement descriptor](https://docs.upflow.io/en-us/payments/accept-online-payments/statement-descriptor.md): Set and edit the statement descriptor customers see on bank statements for Upflow card payments, with Stripe formatting rules to reduce disputes. ### Collect online payments - [Configuration checklist](https://docs.upflow.io/en-us/payments/collect-online-payments/configuration-checklist.md): Step through the Upflow checklist to maximize online payment adoption: branding, email domain, portals, statement descriptor, payment methods, and reminders. - [Collecting automatically with Autopay](https://docs.upflow.io/en-us/payments/collect-online-payments/collecting-automatically-with-autopay.md): Use Autopay to automatically debit saved cards or SEPA and ACH direct debits on the invoice due date, with controls to enable or disable per customer in bulk. - [Capturing payment methods](https://docs.upflow.io/en-us/payments/collect-online-payments/capturing-payment-methods.md): Let customers save one or more cards or direct debits on their Upflow portal for faster manual payments and to enroll a method in autopay for future invoice collection. - [Capturing payment methods without outstanding invoices](https://docs.upflow.io/en-us/payments/collect-online-payments/capturing-payment-methods-without-outstanding-invoices.md): Send Upflow portal links to capture customer cards or direct debit mandates ahead of any invoice, ready for autopay during sales or onboarding flows. - [Partial payments](https://docs.upflow.io/en-us/payments/collect-online-payments/partial-payments.md): Enable partial payments in Payments by Upflow so customers can pay a portion of an invoice via card or direct debit, supporting flexible terms and installments. - [Portal: Pay button unavailable](https://docs.upflow.io/en-us/payments/collect-online-payments/portal-pay-button-unavailable.md): Troubleshoot why the Pay button is hidden in the Upflow customer portal when a saved payment method is on file, and learn how to enable manual payments. - [Passing card processing fees on to customers](https://docs.upflow.io/en-us/payments/collect-online-payments/passing-card-surcharges-on-to-customers.md): Managing online payment processing costs is essential for your business. Upflow allows you to apply surcharges to card payments, enabling you to pass on part of these costs to your customers. Here's how you can set up and manage surcharges effectively. ### Process online payments - [Money flow overview](https://docs.upflow.io/en-us/payments/process-online-payments/money-flow-overview.md): Understand how Upflow card and direct debit payments transit through Stripe processing, accrue on your balance net of fees, and pay out to your bank daily. - [Online payment receipt](https://docs.upflow.io/en-us/payments/process-online-payments/online-payment-receipt.md): Send and download Upflow online payment receipts for card and direct debit transactions, including surcharges or fees, from the transaction details page. - [FX & multi-currency settlement](https://docs.upflow.io/en-us/payments/process-online-payments/fx-and-multi-currency-settlement.md): Receive Upflow payouts in your presentment currency where eligible, or rely on automatic FX conversion to your settlement currency with on-the-fly conversion fees. - [Failed payments](https://docs.upflow.io/en-us/payments/process-online-payments/failed-payments.md): Investigate failed online payments in Upflow using gateway messages, decline codes, and timeline events to diagnose insufficient funds or invalid mandates. - [Generate refunds in Upflow](https://docs.upflow.io/en-us/payments/process-online-payments/generate-refunds.md): Issue full refunds on succeeded online payments from the Upflow Payments list view, with automatic invoice and credit memo updates in your accounting system. - [Disputes & chargebacks](https://docs.upflow.io/en-us/payments/process-online-payments/disputes-and-chargebacks.md): Handle card chargebacks and final ACH or SEPA direct debit disputes in Upflow, gather evidence to counter, and limit dispute rates on your payment account. - [Payout reconciliation](https://docs.upflow.io/en-us/payments/process-online-payments/payout-reconciliation.md): Reconcile Stripe payouts from Payments by Upflow with your accounting system using the CSV export, including payments, fees, refunds, and arrival dates. ### Online payment methods - [BACS Direct Debit](https://docs.upflow.io/en-us/payments/online-payment-methods/bacs-direct-debit.md): Collect GBP payments from UK customers via BACS direct debit through Upflow portals, including mandate signing, autopay enrollment, and eligibility rules. - [SEPA Direct Debit](https://docs.upflow.io/en-us/payments/online-payment-methods/sepa-direct-debit.md): Collect euro payments from EU and UK customers via SEPA direct debit through Upflow portals, including mandate signing, autopay, and transaction limits. - [ACH Direct Debit](https://docs.upflow.io/en-us/payments/online-payment-methods/ach-direct-debit.md): Collect USD payments from US customers via ACH direct debit, with instant bank login verification, manual micro-deposit fallback, and recurring mandates. ## Customer Portal ### Branded Portal - [Embedded portal - White label portal](https://docs.upflow.io/en-us/customer-portal/branded-portal/embedded-portal-white-label-portal.md): Embed the Upflow customer portal inside your own website with a white-label iframe so customers can view and pay invoices without leaving your domain. - [Customize your customers' portal URL and favicon - White label portal](https://docs.upflow.io/en-us/customer-portal/branded-portal/customize-portal-url-and-favicon.md): Configure a custom domain and favicon for your Upflow customer portal so payment links match your brand instead of the default app.upflow.io address. - [How to generate a customer portal URL via API](https://docs.upflow.io/en-us/customer-portal/branded-portal/generate-portal-url-via-api.md): Use the Upflow Create Portal URL endpoint to generate a customer-specific portal link with a custom validity period for sharing or embedding. ### Customer portal - [Customer portal](https://docs.upflow.io/en-us/customer-portal/customer-portal/overview.md): Set up your Upflow customer portal with branding, contact details, dispute and promise-to-pay options to give customers self-service access to invoices. - [Outstanding balance statement](https://docs.upflow.io/en-us/customer-portal/customer-portal/outstanding-balance-statement.md): Let customers download a CSV or XLSX statement of every open invoice, unapplied payment, refund and credit impacting their Upflow balance. - [My customers' portal links validity](https://docs.upflow.io/en-us/customer-portal/customer-portal/my-customers-portal-links-validity.md): Control how long Upflow customer portal and invoice links stay valid, from 1 to 1000 days, and understand the default 25-day expiration on shared tokens. - [Exclude future invoices from your customer portals](https://docs.upflow.io/en-us/customer-portal/customer-portal/exclude-future-invoices-from-your-customer-portals.md): Hide invoices with future issue dates from customer portals and email reminders in Upflow until they become due to avoid premature payment requests. - [Download your account statement](https://docs.upflow.io/en-us/customer-portal/customer-portal/download-your-account-statement.md): Enable the Upflow account statement so customers can download a PDF of invoices, transactions and running balance for any date range from their portal. - [Amounts display on the portal](https://docs.upflow.io/en-us/customer-portal/customer-portal/amounts-display-on-the-portal.md): Understand how Upflow displays outstanding balances, invoice totals, unapplied amounts and multi-currency conversions to customers inside the portal. - [Communication via the customer portal](https://docs.upflow.io/en-us/customer-portal/customer-portal/communication-via-the-customer-portal.md): Receive customer messages sent from the Upflow portal directly to your support email address with a pre-filled subject and body for quick replies. - [Troubleshooting Customer Portal Links](https://docs.upflow.io/en-us/customer-portal/customer-portal/troubleshooting-customer-portal-links.md): Resolve common customer portal link errors in Upflow, including expired tokens, HTTPS warnings, security alerts and broken redirects from email reminders. ## Cash Application ### Bank transaction import - [Connect your bank account for automatic transaction import](https://docs.upflow.io/en-us/cash-application/bank-feed/connect-your-bank-account-for-automatic-transaction-import.md): Set up a bank feed in Upflow to import transactions automatically every day through Plaid, with duplicate detection and no manual file uploads required. - [Import bank transactions via CSV](https://docs.upflow.io/en-us/cash-application/csv-import/upload-bank-transactions.md): Manually upload bank transactions into Upflow from a CSV file when your bank isn't connected through a bank feed, with column mapping and an import history to track every upload. ### Application Logic - [Apply bank transactions to invoices](https://docs.upflow.io/en-us/cash-application/application-logic/apply-bank-transactions-to-invoices.md): Match unapplied bank transactions to the invoices they pay using Upflow's matching interface β€” link a customer, select invoices, and apply payment in one modal. - [Review match suggestions](https://docs.upflow.io/en-us/cash-application/application-logic/review-match-suggestions.md): Review Upflow's automatic transaction-to-invoice match suggestions and approve them in a single click instead of searching customers and invoices manually. - [Cash App agent](https://docs.upflow.io/en-us/cash-application/cash-app-agent.md): Learn how Upflow's Cash App agent auto-applies bank transactions to invoices when matches are unambiguous, and which transactions stay as suggestions. ## Core Entities - [Your Actions list view](https://docs.upflow.io/en-us/core-entities/actions/your-actions-list-view.md): Manage your daily AR work in Upflow from the Actions list view, switching between To do and All tabs to track pending reminders, calls and follow-ups. ### Customers - [Your customer details page](https://docs.upflow.io/en-us/core-entities/customers/your-customer-details-page.md): Navigate the Upflow customer details page to review balances, invoices, contacts, timeline activity and configuration for a single account in one place. - [Manage your customers information in bulk](https://docs.upflow.io/en-us/core-entities/customers/manage-your-customers-information-in-bulk.md): Filter your Upflow customer list view by custom fields and apply bulk updates such as assignments, workflows or exclusions to multiple accounts at once. - [Import and update your customers via CSV](https://docs.upflow.io/en-us/core-entities/customers/import-and-update-your-customers-via-csv.md): Bulk import or update customer records, contacts and account managers in Upflow using a CSV file when your source system does not sync that data natively. - [Customer timelines (reminders, notes, payments, etc.)](https://docs.upflow.io/en-us/core-entities/customers/customer-timelines-reminders-notes-payments-etc.md): Track every reminder, note, payment and interaction with a customer in one Upflow timeline view so handovers and follow-ups stay accurate. - [Assign users or workflows to your customers](https://docs.upflow.io/en-us/core-entities/customers/assign-users-or-workflows-to-your-customers.md): Assign collection workflows and account managers to customers in Upflow manually, in bulk from list views, or automatically with segmentation rules. - [Assign account managers and collection workflows to customers via CSV](https://docs.upflow.io/en-us/core-entities/customers/assign-managers-and-workflows-via-csv.md): Upload a CSV from the Upflow customer list view to assign account managers and collection workflows to many customers at once without manual edits. - [How do I include account managers in the payment reminder process?](https://docs.upflow.io/en-us/core-entities/customers/account-managers-in-reminders.md): Bring sales and account managers into Upflow payment reminders by adding them as users, assigning customers, and looping them into collection emails. - [Can I leave an account unassigned?](https://docs.upflow.io/en-us/core-entities/customers/unassigned-accounts.md): Leave customer accounts unassigned in Upflow to fully automate collection, cover manager handovers, or match how your AR team is organized internally. - [Exclude customers from Upflow](https://docs.upflow.io/en-us/core-entities/customers/exclude-customers.md): Exclude test, internal or do-not-contact customers from Upflow collection workflows, reporting and analytics while keeping their record in the system. - [My customer balance seems off](https://docs.upflow.io/en-us/core-entities/customers/customer-balance-discrepancies.md): Diagnose why a customer outstanding balance in Upflow does not match the sum of invoices, including unapplied payments, credits or sync delays. - [Your customer's average payment delay](https://docs.upflow.io/en-us/core-entities/customers/your-customers-average-payment-delay.md): Learn how Upflow calculates the average payment delay per customer using weighted invoice amounts and how this metric feeds into the A-D rating. ### Contacts - [Contact management overview](https://docs.upflow.io/en-us/core-entities/contacts/contact-management-overview.md): Understand how Upflow imports and updates customer contacts from each native integration and the rules that govern main and additional recipients. - [Your Upflow contacts](https://docs.upflow.io/en-us/core-entities/contacts/your-upflow-contacts.md): View, manage and segment the customer contacts Upflow uses for collection reminders, with details available on each customer or in a global tab. - [Import and update your contacts via CSV](https://docs.upflow.io/en-us/core-entities/contacts/import-and-update-your-contacts-via-csv.md): Bulk import or refresh customer contact details, positions and main-recipient flags into Upflow using a CSV when your billing tool does not sync them. - [Missing contacts and errors](https://docs.upflow.io/en-us/core-entities/contacts/missing-contacts-and-errors.md): Troubleshoot common Upflow contact issues including duplicate recipients in cc, missing contacts after sync and import errors from CSV or integrations. - [Contact custom fields](https://docs.upflow.io/en-us/core-entities/contacts/contact-custom-fields.md): Create custom fields on Upflow contacts to capture extra attributes, segment recipients and personalize collection reminders with targeted data. ### Invoices - [AI-suggested invoice disputes](https://docs.upflow.io/en-us/core-entities/invoices/ai-suggested-invoice-disputes.md): Upflow AI parses customer replies to flag potentially disputed invoices and suggest the right dispute reason so your team can resolve blockers faster. - [AI-suggested promise to pay](https://docs.upflow.io/en-us/core-entities/invoices/ai-suggested-promise-to-pay.md): Let Upflow AI scan customer replies and invoice context to suggest a realistic promise-to-pay date your AR team can confirm in a single click. - [Export my invoices data from Upflow](https://docs.upflow.io/en-us/core-entities/invoices/export-invoices-data.md): Export invoice data from any Upflow list view to CSV, including filters and visible columns, for reporting, audits or external accounting workflows. - [Hide invoices and credit notes PDFs from the app](https://docs.upflow.io/en-us/core-entities/invoices/hide-invoices-and-credit-notes-pdfs-from-the-app.md): Hide the synced invoice and credit note PDFs in Upflow when your billing tool differs from your accounting source to avoid sending mismatched documents. - [How to update an invoice PDF via API](https://docs.upflow.io/en-us/core-entities/invoices/update-invoice-pdf-via-api.md): Upload or replace an invoice PDF on an existing Upflow invoice through the API so customers always receive the latest billing document on their portal. - [Invoice dispute reasons](https://docs.upflow.io/en-us/core-entities/invoices/invoice-dispute-reasons.md): Customize the list of invoice dispute reasons available to your team, customers and Upflow AI to better diagnose what is blocking customer payments. - [Promise to pay](https://docs.upflow.io/en-us/core-entities/invoices/promise-to-pay.md): Record and track customer promise-to-pay commitments per invoice in Upflow to forecast incoming cash and prioritize follow-ups on broken promises. - [Hide invoices from collection & payments](https://docs.upflow.io/en-us/core-entities/invoices/hide-invoices-from-collection-and-payments.md): Hide specific invoices from Upflow customer portals, reminders, outstanding balances and account statements to pause collection on individual items. - [Invoice disputes](https://docs.upflow.io/en-us/core-entities/invoices/invoice-disputes.md): Flag disputed invoices in Upflow to pause reminders, capture the blocker reason and route the issue to the right team for faster resolution. ### Credit notes - [Your Credit notes in Upflow](https://docs.upflow.io/en-us/core-entities/credit-notes/credit-notes-overview.md): Browse, filter and reconcile every customer credit note in Upflow from the dedicated Credit Notes tab and understand how they offset open balances. - [Link a credit note to an invoice [Legacy only]](https://docs.upflow.io/en-us/core-entities/credit-notes/link-a-credit-note-to-an-invoice-legacy-only.md): Apply a credit note to a specific invoice on legacy Upflow setups, either through your billing tool sync or directly via the Upflow API endpoints. ### Custom fields - [Import and create custom fields into Upflow](https://docs.upflow.io/en-us/core-entities/others/import-and-create-custom-fields-into-upflow.md): Add custom fields to customers, invoices, payments and credit notes in Upflow to filter, segment and report on data not synced from your source system. - [AI autofill for custom fields](https://docs.upflow.io/en-us/upflow-configuration/organization-configuration/ai-autofill-for-custom-fields.md): Automatically fill values in customer and invoice custom fields with Upflow's AI β€” write one prompt and let it answer for each record using your own data. - [AI autofill prompt library](https://docs.upflow.io/en-us/upflow-configuration/organization-configuration/ai-autofill-prompt-library.md): Ready-to-use prompts for AI autofill custom fields β€” copy the Reason for non-payment or Company risk status examples, then adapt the wording and option values to your process. ## Technical Documentation ### API - [Upflow API - Data flows](https://docs.upflow.io/en-us/technical-documentation/api/upflow-api-data-flows.md): Understand the main flows when integrating a billing system with Upflow β€” which entities like customers, invoices, payments, and credit notes to import. - [Integrating with the Upflow API](https://docs.upflow.io/en-us/technical-documentation/api/integrating-with-the-upflow-api.md): Build a data pipeline from any billing or accounting source into Upflow using the public API, with guidance on initial historical import and live sync. - [Capture a payment method early in the sales cycle](https://docs.upflow.io/en-us/technical-documentation/api/capture-a-payment-method-early-in-the-sales-cycle.md): Secure a card or direct debit before the first invoice β€” create the customer through the Upflow API on your Sage Intacct or NetSuite integration, then send them a portal link to save a payment method during your sales or onboarding motion. - [How to delete a payment imported via the UI or API](https://docs.upflow.io/en-us/technical-documentation/api/delete-imported-payment.md): Remove payments imported manually or via the Upflow API by using the Delete Payment endpoint or by deleting them directly from the Upflow interface. ### MCP Server - [Connect Upflow to your AI client (MCP server)](https://docs.upflow.io/en-us/technical-documentation/mcp-server/overview.md): Connect Claude, ChatGPT, Notion AI, Cloudflare, and other AI clients to Upflow through the MCP server. Set up takes a few minutes from your user settings. - [Connect Claude to Upflow](https://docs.upflow.io/en-us/technical-documentation/mcp-server/connect-claude.md): Connect Claude Desktop or Claude.ai to Upflow via OAuth in a few minutes. - [Connect ChatGPT to Upflow](https://docs.upflow.io/en-us/technical-documentation/mcp-server/connect-chatgpt.md): Connect ChatGPT to Upflow via OAuth using a custom MCP connector. - [[LEGACY] Connect Claude Code with an API key](https://docs.upflow.io/en-us/technical-documentation/mcp-server/connect-claude-code-cli-legacy.md): Legacy API-key setup for Claude Code CLI. New integrations should use the OAuth flow. ### SSO - [Enforce sign in with Google](https://docs.upflow.io/en-us/technical-documentation/sso/enforce-sign-in-with-google.md): Enable and enforce Sign In with Google for everyone in your Upflow organization to improve account security and simplify access for your team. - [SSO authentication](https://docs.upflow.io/en-us/technical-documentation/sso/sso-authentication.md): Understand how Upflow's SSO authentication flow works with your identity provider, from launching sign-in to verifying user identity by email address. - [Enabling single sign on (SSO) for your Upflow users](https://docs.upflow.io/en-us/technical-documentation/sso/enabling-single-sign-on-sso-for-your-upflow-users.md): Deploy SSO for Upflow using OIDC or SAML through identity providers like Microsoft Entra ID so your users sign in with one set of corporate credentials. ## Legal & Security ### Contractual Documents - [Upflow - Master Service Agreement](https://docs.upflow.io/en-us/legal-and-security/contractual-documents/upflow-master-service-agreement.md): Download Upflow's standard Master Service Agreement and the EU Data Act Addendum, the contractual terms your company must accept before creating an Upflow account. - [Upflow Privacy Policy](https://docs.upflow.io/en-us/legal-and-security/contractual-documents/upflow-privacy-policy.md): Read Upflow's Privacy Policy describing what personal information is collected from business users, how it is used, and how it is shared and protected. - [Upflow - Data Protection Addendum (DPA)](https://docs.upflow.io/en-us/legal-and-security/contractual-documents/upflow-data-protection-addendum-dpa.md): Download the latest version of Upflow's Data Protection Addendum, the contractual document governing how Upflow processes customer personal data under GDPR. - [SOC2 reports](https://docs.upflow.io/en-us/legal-and-security/contractual-documents/soc2-reports.md): Download Upflow's SOC reports and access security documentation through the security trust portal, or submit a request for additional information. ### Data Protection - [Tracking pixel in reminder emails](https://docs.upflow.io/en-us/legal-and-security/data-protection/tracking-pixel-in-reminder-emails.md): Learn what the tracking pixel in Upflow's overdue invoice reminder emails does, and why the CNIL's 2026 recommendation means it does not require the recipient's prior consent. > The links below point to documentation indexes. Follow each `/_llms/` index recursively until you reach documentation pages. ## Indexes - [French (110 pages)](https://docs.upflow.io/_llms/fr.md): Documentation for French.