Côme Chevallier
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Activity overview
Latest activity by Côme Chevallier-
Côme Chevallier created an article,
Configuration checklist
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. Note: most of ...
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Côme Chevallier created an article,
Payments writebacks into Netsuite
When you receive online payments via Upflow, our native integration will automatically synchronize them in real-time to your NetSuite instance so your accounting is always up-to-date 🎉 Basic conf...
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Côme Chevallier created an article,
Failed payments
Sometimes, a payment capture may fail. This can be due to several reasons from insufficient funds on the payment method, or an invalidated direct debit mandate, to more generic decline codes emitte...
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Côme Chevallier created an article,
Capture payment methods ahead of invoicing
You can use Upflow's customer portals to capture your customer's payment methods even when they have no outstanding invoices (yet). 💡 This is especially useful if you want to start collecting payme...
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Côme Chevallier created an article,
Enabling online payment methods
As soon as your KYC has been validated, you will be able to configure and deploy online payment methods for your customers starting from your Settings > Payment methods section. 👉 Once done, you ...
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Côme Chevallier created an article,
Onboarding & setup
Before being able to process online payments through your Upflow customer portals, you need to complete a short KYC ("Know Your Customer") procedure as a regulatory requirement. Submitting the KY...
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Côme Chevallier created an article,
Collect automatically with Autopay
💡With Autopay, you can collect your customer's payment method when they pay via their portals & automatically debit future invoices upon due date. Note: if you're looking to capture payment metho...