❗Access to customers is subject to a member’s permission. Account managers without an Administrator role thus will only see the customers they’re assigned to.
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Either pulled from the source system integrated with your organization or imported via CSV, your customers are accessible in the dedicated tab. |
Click any line to access a customer's details.
Main information
When accessing your customer details page, you will see different sections.
On the left of your screen, you'll see their main information, such as their outstanding balance, which is obtained from their: due + overdue amounts - unapplied amounts (if any).
Admin users can also change the assigned users and workflow from this page.
Access their Upflow Portal or copy its shareable link to send your contacts.
Ratings and average payment delay
This summary is completed with a rating reflecting their payment performance and their latest reminder’s execution date, excluding unsent actions (tasks...).
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A customer's rating assesses their ability to pay on time. It is based on their average payment delay. These brackets cannot be updated. |
Payment methods and options
Below the main information, you will see the active payment methods for this customer.
You can enable or disable their payment methods from this page at any time.
Check and update their payment options:
Custom fields
At the bottom of the customer details page, you will see all custom fields available, as well as the values for this customer. Quickly update the value from this page if the custom field was created in Upflow, or head to your account tool if synced from there.
Account management
On the right side of your screen, browse your customer’s invoices, verify their contacts, or review and build on their collection history.
Each section offers a simplified version of the dedicated tab, showing essential information for this customer. Click any to be redirected to its details, view all for a drill down to their list, or rearrange the columns and save this new view!
Contacts mirror the information from their source system. From this section, regardless of the contact source system:
- designate a main contact
- update their position
- validate their email address if the contact was identified as invalid
Access your customer's collection steps, received payments, imported replies, and internal notes from their timeline. Learn more here: Customer timelines (reminders, notes, payments, etc.).
Complete actions out of the blue (learn more):
Finally, check your customer's details, such as their external ID, postal address, or default language.