Core Entities

Customers

• Import your customers in Upflow via CSV
• Customer timelines (reminders, notes, payments, etc.)
• Assign customers to a workflow and/or an account manager
• Assign account managers and collection workflows to customers via CSV
• How do I include Account Managers in the payment reminder process?
• Can I leave an account un-assigned?

See all 10 articles

Contacts

• Import and update your contacts via CSV
• Contact Management Overview
• Your Upflow contacts
• Missing contacts and errors
• Contact Custom fields

Invoices

• How to update an invoice PDF via API
• Export my invoices data from Upflow
• Hide invoices and credit notes PDFs from the app
• Promise to pay
• Hide invoices from collection & payments
• Invoice disputes

Credit notes

• Link a credit note to an invoice [Legacy only]

Others

• How to create new list views