To help you maximize online payment adoption in your customer base, make sure to configure & enable the following key Upflow functionalities that work in synergy towards that goal.
Technical checklist
1. Company name & logo
Check that the company name & logo you want to use is correct from your "Settings > Company" section. This will be the name displayed to your customers on their portals & payments receipts:
2. Configure your email domain
Make sure emails you send from Upflow are sent from a domain you own and that your customers are used to, to ensure both optimal deliverability and trust to get paid online.
👉 You can find more details in this corresponding article.
3. Customize your Upflow customer portals
Configure your portals to display relevant information and company colors to provide an on-brand payments experience.
👉 You can find more details in this corresponding article.
Functional checklist
1. Enable online payment methods
Configure and assign which payments methods you want to enable for your customers.
👉 You can find more details in this corresponding article.
2. Send invoices from Upflow
We strongly recommend you send new invoices to your customers from Upflow instead of your billing/software as this is a major driver of online payment adoption for new & existing customers alike.
👉 You can find more details in this corresponding article.
3. Highlight online payments in collection emails
As you start offering online payments to your customers, you'll want to clearly highlight that this option is now easily available for them in every collection or billing email template in each of your relevant workflows.
Here's a sample text for a first past due email you can adapt & format using our template tags library:
Hello {main_contact_first_name},
We haven't yet received your payment of <b>{customer_overdue_amount}</b> for the following invoices which are now overdue: {customer_summary_link_start}{overdue_invoice_reference_list}{customer_summary_link_end}.
👉 You can view your account statement and easily pay online by card or direct debit directly from your {customer_summary_link_start}customer portal here{customer_summary_link_end}.
We would appreciate prompt payment upon receipt of this email, or remittance advice if applicable.
Best,
4. Send a communication to your existing customer base
Use your usual communication channel with your customers to let them know that you are now accepting online payments via your Upflow portals. Here's a sample text you can adapt, especially if you decide to white-label embed portals into your own app/webiste/backoffice:
Hi [NAME],
We've recently introduced a new way to handle invoices and payments that makes things smoother for both of us. We've implemented a new software called Upflow to streamline the process.
Upflow offers a handy customer portal where you can access all your account information in just a few clicks. This means you can see what's due, what's already been paid, and everything in between – all in one place.
Here's what you can do with the Upflow portal:
- See your invoices: No more hunting for past invoices! You can view them all easily in one central location.
- Download them for your records: Need a digital copy for your files? No problem, you can download them directly from the portal.
- Pay your invoices quickly: Make secure payments directly through the portal using your preferred method. This helps ensure your accounts are settled on time.
You will soon receive a link to it over email for your next invoice payments.
We believe this upgrade gives you more control and transparency over your billing information. Ultimately, it will allow us to communicate and collaborate even better.
Let us know if you have any questions!
Best,
[Your Name/Company Name]