# Upflow

## Docs

- [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.
- [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.
- [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.
- [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 — 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.
- [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.
- [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.
- [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.
- [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.
- [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 — 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Import customer emails automatically with Gmail Integration [Beta]](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.
- [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.
- [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.
- [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 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.
- [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.
- [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.
- [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.
- [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.
- [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, with phone number requirements, country code formatting rules and tips to keep context across teams.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Manage unsent invoices (Legacy)](https://docs.upflow.io/en-us/collection-and-collaboration/send-invoices-from-upflow/manage-unsent-invoices-legacy.md): Identify and update unsent invoices in the legacy Send-invoices-from-Upflow flow by filtering the Invoices list view and adjusting their status in bulk.
- [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.
- [Send invoices from Upflow (Legacy version)](https://docs.upflow.io/en-us/collection-and-collaboration/send-invoices-from-upflow/overview-legacy.md): Configure the legacy invoice sending feature in Upflow with workflow templates, automation delays and sender details, and learn why migrating to the new flow is recommended.
- [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](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.
- [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.
- [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.
- [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: 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Import contacts from custom fields](https://docs.upflow.io/en-us/core-entities/contacts/import-contacts-from-custom-fields.md): Convert customer custom fields that store email addresses into real Upflow contacts so they can receive reminders and feed into your collection workflows.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [🚀 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.
- [🔌 Step 1 — 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 — the first step of the onboarding before going live.
- [👥 Step 2 — 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.
- [⚙️ Step 3 — 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 — the essential settings required to run collections in Upflow.
- [ 💳 Step 4 — Collect online payments](https://docs.upflow.io/en-us/essentials/get-started/step-4-collect-online-payments.md): Enable and validate online payment collection in Upflow so customers can pay invoices directly, the fourth step of your onboarding journey before go-live.
- [📝 Step 5 — 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.
- [🚀 Step 6 — 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 — 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.
- [Upflow Documentation](https://docs.upflow.io/en-us/index.md): Everything you need to manage your accounts receivable and get paid faster.
- [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 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Apply late payment fees (NetSuite)](https://docs.upflow.io/en-us/integrations/netsuite/apply-late-payment-fees.md): Set up late payment fees in Upflow for NetSuite customers to incentivize overdue payers, with a configurable rate added to outstanding invoices over time.
- [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.
- [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 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.
- [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 - 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.
- [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.
- [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.
- [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 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.
- [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 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 - 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.
- [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.
- [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.
- [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.
- [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.
- [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 - 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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 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.
- [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.
- [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.
- [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.
- [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.
- [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, 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.
- [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.
- [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 convenience fees, and assign methods to new and existing customers.
- [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.
- [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.
- [Capturing payment methods](https://docs.upflow.io/en-us/payments/collect-online-payments/capturing-payment-methods.md): Let customers save a card or direct debit on their Upflow portal for faster manual payments or to enroll 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.
- [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.
- [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.
- [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.
- [Passing card surcharges on to customers](https://docs.upflow.io/en-us/payments/collect-online-payments/passing-card-surcharges-on-to-customers.md): Apply card surcharges in Upflow to pass processing fees on to customers paying by credit card, with debit and prepaid card exclusions and receipt transparency.
- [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.
- [Reward early payers with a Discount](https://docs.upflow.io/en-us/payments/collect-online-payments/reward-early-payers-with-a-discount.md): Configure early payment discounts in Upflow for NetSuite users, applying a percentage reward on card or direct debit payments made within a defined delay.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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 — which entities like customers, invoices, payments, and credit notes to import.
- [[BETA] 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.
- [[BETA] 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.
- [[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.
- [[BETA] Connect Upflow to your AI client (MCP server)](https://docs.upflow.io/en-us/technical-documentation/mcp-server/overview.md): Connect Claude, ChatGPT, and other AI clients to Upflow through the MCP server. Set up takes a few minutes from your user settings.
- [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.
- [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.
- [[Beta] AI autofill for custom fields](https://docs.upflow.io/en-us/upflow-configuration/organization-configuration/beta-ai-autofill-for-custom-fields.md): Automatically fill values in customer and invoice custom fields with Upflow's AI — write one prompt and let it answer for each record using your own data.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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](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.
- [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.