Share your information in the Payment Methods section of your Organization Settings so that your customers can pay you from their portal.
Click on Add payment method, and pick your preferred one(s) among
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Credit card
Connect your Stripe account to Upflow and allow your customers to use the payment gateway from Upflow.
→ Enable card payments via Upflow
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Direct debit mandate (via GoCardless or Stripe)
Fill in your GoCardless mandate link so your customer can instruct direct debits from their Portal.
→ Enable Direct debits with GoCardless -
Wire transfer and checks
Fill in your bank details so they’re displayed on your customers’ Portals.
💡 Your customers using Credit Card, ACH, and SEPA debit can automate their payments and be charged on their invoices’ due date.
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Before saving, define whether you want to activate this method for all new customers (created after the setup). This can be reverted
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Once saved, it will be available to the desired Client(s)’ on their Portal(s).
You can also filter your customers’ list by Payment method(s) and check their status!
Payments update on Upflow
Please note that only online transactions (Credit card and direct debit, performed on the Portal) appear on your organization’s Payments list without delay. As the others are solely declared, they will not be visible on your Upflow account before they are synced from your source solution.
If you are using Netsuite, this information can be written back there.
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Last but not least, your Payments state is available on your transactions list as a column and a filter! |
Do you have any questions? Contact our Support team!