# Upflow - Cash Collection > Cutting-edge technology for B2B cash collection is here. Forget about time-consuming spreadsheets and manual processes. Create personalized payment reminders that get triggered at the right moment so your customers pay on time. Upflow’s cash collection features help finance teams streamline AR operations with intelligent workflows, centralized collaboration, and multichannel communication — all designed to accelerate payments and reduce manual follow-up. --- ## Key Features - Streamline your team’s process Manage all of your invoicing and payments in one place. - Centralized workspace Track all of your customers, invoices and payments from Upflow. - Automated reminders Use pre-written templates or create your own to send payment reminders and ensure on-time payment. - Segment your customer base Every customer is unique. Create dedicated campaigns based on account type, persona, age of invoice, and more. - Action scheduler Define when, how, and by whom your customers are sent payment reminders. - Schedule editor Create as many schedules as necessary and tailor each one to a specific type of customer. - Collaborate with your team Team collaboration and customer communication in one single place. - Internal communication Tag team members and use comments to keep others up to date on cash collection progress. - Assignments Bring the right team members into the loop when needed. Automate account assignation from Salesforce. --- ### FAQs Question: How does Upflow automate and personalize cash collection? Answer: Upflow’s workflows replace manual chasing with automated, tailored communication. You can set up sequences of reminders across multiple channels like email, SMS, calls, letters, or tasks - triggered at the right time based on invoice due dates and your chosen logic. Workflows can run at either the customer level or the invoice level. The automation runs daily on business days at your scheduled time, sending from either your own domain or a verified alias, and every action is logged in the customer timeline for full visibility. Question: Can I segment customers and create different reminder strategies? Answer: Yes. Upflow offers Smart Rules and segmentation tools so you can create distinct workflows for different account types, geographies, payment behaviors, or risk levels. For example: - Assign a dedicated workflow to customers with a high average payment delay. - Trigger different actions if an outstanding balance crosses a certain threshold. - Exclude internal accounts or sensitive customers entirely. You can even manage parent/child account structures, choosing whether to send reminders at the group level, subsidiary level, or both - while avoiding duplicate communications. Question: How does Upflow help my team collaborate on collections? Answer: Cash collection often involves finance, sales, customer success, and sometimes legal. With Upflow’s @mention feature, you can tag teammates directly in a customer or invoice timeline to request input, escalate an issue, or provide context - without leaving the platform. Mentions can generate in-app, email, or Slack notifications, so the right person is alerted in real-time. All internal notes and discussions stay linked to the account, making it easy for anyone to understand the full history without digging through emails or spreadsheets. Question: How does Upflow manage customer communication across channels? Answer: Upflow centralizes all outgoing and incoming communication related to collections: - Send reminders from your own email address to build trust and improve deliverability (via DNS setup or SMTP connection). - Import and match customer replies automatically so you can view them alongside the related reminders in the timeline. - Pause workflows automatically when a reply is received - preventing awkward follow-ups after a customer says they’ve paid or raised a dispute. - Use SMS reminders (via Twilio) for high-impact, direct contact. This means you get a true single source of truth for every interaction, regardless of channel. Question: What payment reminder channels does Upflow support? Answer: You can combine and automate multiple action types in your workflows: - Emails – personalized with customer data and invoice details, with attachments if desired. - SMS – higher open rates, ideal for short reminders or urgent follow-ups. - Calls – guided by scripts stored in Upflow to ensure consistency. - Letters – including registered letters for formal notices. - Internal tasks – to prompt a team member to take a specific action (e.g., limit service until payment is made). Each channel can be manual or automated, and their sequencing can be adjusted to match tone escalation over time. Question: Can I control, pause, or test my collection process? Answer: Yes. You can enable or disable manual and/or automatic actions at any time from your Collection settings - ideal when refining your setup or pausing for internal reviews. You can: - Pause collections for a specific customer or invoice. - Skip or ignore steps in a workflow. - Test email reminders directly from templates without affecting live customers. This gives you the flexibility to fine-tune your approach while maintaining full control over customer communications. --- ## Related Resources - [Cash Collection Feature Page](https://upflow.io/features/cash-collection) - [Help Center](https://support.upflow.io/hc/en-us)