Portal & Payments

Accept online payments

• Introduction - Payments by Upflow
• Onboarding & setup
• Managing online payment methods
• Statement Descriptor

Collect online payments

• Configuration checklist
• Capturing payment methods
• Collecting automatically with Autopay
• Passing card processing fees on to customers

Process online payments

• Money flow overview
• FX & multi-currency settlement
• Failed payments
• Generate refunds in Upflow
• Disputes & chargebacks

Payment methods

• ACH Direct Debit

Customer portal

• My customers' portal links validity
• Exclude future invoices from your customer portals
• Download your Account Statement
• How to Generate a Customer Portal URL via API
• Customer portal
• Unapplied amount display on the portal

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