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Upflow
Cash Collection

Cash Collection

Tired of these time-consuming and moderately effective spreadsheets? Set the perfect Workflows to get paid on time! This part will teach you everything you need to know about configuring automated (yet personalised!) reminders to your clients while collaborating with your team.

Workflows - Basics

Invoice-level workflow trigger
Hide invoices from collection & payments
How is my workflow triggered?
Customer-level workflow trigger
Default reply recipient - configure your reminders' Reply-to
Workflow last action specificity

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Workflows - Customize your collection

Action types - Collection Reminders
Customize Collection Reminders
Sending automatic actions
Collection Tag Inserter
Add attachments to my emails

Optimize your collection further

Promise to pay
Action campaigns
Import your customers replies automatically
Manage your customers replies in Upflow
Action emails not delivered
Aliases

See all 11 articles

Actions List view

How to delay a planned action?
How to ignore or skip a step in my workflow
What do the different reminder email statuses mean when sent to customers?
Why does a reminder action appear in my actions whereas I planned it for a later date?
Why can’t I see some reminders or the same number as my colleague’s?
Execute an action out of the workflow

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