Know your customers…
- How do I assign a customer to a workflow or an account manager?
- How to import your clients and contacts in Upflow?
- Your customer's average payment delay
- The outstanding amount at the client level does not correspond to the sum of invoices, why?
- How to assign account managers and collection workflows to customers via CSV?
- Contact Management
…and offer them a first-class payment experience
- Customize your portal URL
- How to update an invoice PDF via API
- Invoice disputes
- Expected payment date: how does it work?
- How to link a credit note to an invoice?
- How to delete a payment imported via the UI or API