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Getting Started

What is Uptillo?
Uptillo is an automated invoice reminder platform that helps businesses get paid on time. We automatically send professional payment reminders to your clients, track their responses, and notify you when action is needed.
How do I get started?
Getting started is easy: 1) Sign up for a free trial, 2) Add your clients, 3) Create your first invoice reminder, 4) We handle the rest! Our system automatically sends reminders based on your schedule (3-day, 7-day, 14-day sequences).
How long does setup take?
Most users are up and running in under 5 minutes. Simply create an account, add a client, and create your first invoice reminder. Our pre-built templates and intuitive interface make setup quick and painless.
Do I need technical knowledge?
Not at all! Uptillo is designed for business owners, not developers. Our interface is simple and intuitive. However, if you want to use our API for advanced integrations, we have comprehensive documentation for developers.
Can I import existing clients?
Yes! You can add clients one by one through our dashboard, or if you're on a Pro plan, you can use our API or bulk import feature (coming soon) to import multiple clients at once.

Billing & Pricing

What plans do you offer?
We offer three plans: • **Trial**: 14 days free, 30 emails - Perfect for testing • **Starter**: $19/month, 100 emails - Great for small businesses • **Pro**: $39/month, 500 emails + API access - For growing companies All plans include unlimited clients and invoices, automated reminder sequences, Smartlink responses, and email support.
Is there a free trial?
Yes! We offer a 14-day free trial with 30 emails included. No credit card required. You can test all features and see how Uptillo works for your business before committing to a paid plan.
What happens when I reach my email limit?
When you approach your monthly email limit, we'll notify you. Your reminders will pause until you upgrade or your limit resets at the start of the next billing cycle. No emails are lost - they'll resume once you upgrade or the new month begins.
Can I change plans anytime?
Absolutely! You can upgrade or downgrade your plan at any time from your billing settings. When upgrading, you'll get immediate access to new features. When downgrading, changes take effect at the next billing cycle.
Do you offer refunds?
We offer a 30-day money-back guarantee. If you're not satisfied with Uptillo within the first 30 days, contact support for a full refund. After 30 days, we don't offer refunds but you can cancel anytime.
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express) via Stripe. For annual plans or enterprise needs, we can also arrange invoicing.

Email Reminders

How do automated reminders work?
When you create an invoice reminder, Uptillo automatically sends a sequence of 3 emails: • **3 days after due date**: Friendly reminder • **7 days after due date**: Firmer follow-up • **14 days after due date**: Final notice Each email includes a Smartlink that allows clients to respond (mark as paid, schedule payment, or report an issue) without logging in.
Can I customize the email templates?
Currently, we use professionally-written templates optimized for the best response rates. Custom templates are on our roadmap for Pro users. However, you can add a custom note to any invoice reminder which will be included in all emails.
What is a Smartlink?
A Smartlink is a secure, one-time link included in every reminder email that allows your clients to respond instantly without creating an account. They can mark the invoice as paid, schedule a payment date, request a re-send, or report an issue. When they respond, you're notified immediately and follow-ups are paused.
Will my clients see my email address?
Yes and no. Emails are sent from our verified Uptillo domain for better deliverability, but they clearly state they're sent "on behalf of [Your Business Name]". Your business name is prominently displayed, and clients can reply directly to your configured reply-to email address.
What happens if a client responds?
When a client uses the Smartlink to respond (e.g., marks as paid or schedules payment), the reminder sequence automatically pauses, you receive an email notification, and the invoice is flagged in your dashboard for your review. No more unnecessary reminder emails!
Can I pause or cancel reminders?
Yes! You can pause any invoice reminder at any time from your dashboard. Paused reminders won't send further emails. You can also resume them later or mark them as completed.

API & Integration

Does Uptillo have an API?
Yes! Pro plan users get access to our comprehensive REST API. You can programmatically create clients, manage invoice reminders, retrieve response data, and more. Check our API documentation for details.
What can I do with the API?
Our API allows you to: • Create and manage clients • Create invoice reminders programmatically • Retrieve reminder status and client responses • List and filter your data • Integrate Uptillo into your existing billing workflow Perfect for accounting software integration or custom automation.
Is the API difficult to use?
Not at all! Our API follows REST principles and returns JSON. We provide comprehensive documentation with code examples in multiple languages. Most developers can integrate basic functionality in under an hour.
Are there rate limits?
Yes, to ensure quality service for all users. Pro plan users get 1,000 API requests per day per key. If you need higher limits for enterprise use, contact us to discuss custom plans.
How do I get API access?
API access is included with Pro plans. After upgrading, go to Settings → API Keys in your dashboard to generate your first API key. You can create multiple keys and revoke them anytime.

Account Settings

How do I change my email address?
Currently, your email address is fixed to your account for security. If you need to change it, please contact support at [email protected] with your current email and the new email you'd like to use.
Can I add team members?
Team member management is on our roadmap for Pro plans. Currently, each account is single-user. For team access, consider using a shared email or contact us about enterprise options.
How do I delete my account?
You can delete your account anytime from Settings → Account Deletion. This will permanently remove all your data including clients, invoices, and email history. This action cannot be undone, so make sure to export any data you need first.
What happens to my data if I cancel?
If you cancel your subscription, your data is retained for 30 days in case you change your mind. After 30 days, all data is permanently deleted. You can export your data before canceling from the dashboard.
Can I export my data?
Data export functionality is coming soon. In the meantime, Pro users can use the API to retrieve all their data programmatically. For manual exports, contact support.

Security & Privacy

Is my data secure?
Absolutely. We use industry-standard encryption (AES-256) for data at rest and TLS 1.3 for data in transit. Our infrastructure is hosted on secure cloud providers with SOC 2 compliance. We never share your data with third parties.
Where is my data stored?
All data is stored in secure data centers in the United States. We use enterprise-grade PostgreSQL databases with automated backups and redundancy to ensure your data is always safe and available.
Do you comply with GDPR?
Yes, Uptillo is GDPR compliant. We provide data processing agreements, allow data deletion on request, and maintain detailed privacy controls. EU users' data can be processed in compliance with GDPR requirements.
Can clients unsubscribe from reminders?
Yes, every email includes an unsubscribe link as required by CAN-SPAM regulations. If a client unsubscribes, all future reminders to that email address are automatically paused across all your invoices.
How do you prevent spam?
We have strict anti-abuse policies. Each account has email limits, we monitor for suspicious activity, and we comply with all CAN-SPAM requirements. Our emails are sent from verified domains with proper SPF/DKIM authentication for maximum deliverability.
What about email deliverability?
We use enterprise email infrastructure (Postmark) with excellent sender reputation. Our emails include proper authentication (SPF, DKIM, DMARC), clear unsubscribe options, and are sent from verified domains - all ensuring high deliverability rates (>95%).

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