Streamlined
- Pricing
-
Free to install. Additional charges may apply.
- Rating
- 4.8 (8)
- Developer
- Streamlined Financial Inc.
Featured images gallery
Powerful B2B invoicing. Make wholesale invoicing a seamless extension of your online store.
Streamlined is a powerful B2B invoicing app that syncs seamlessly with Shopify & QuickBooks. We’re here to help you scale your wholesale and omnichannel sales, without getting caught up in a ton of admin. Streamlined is as flexible as you need it to be. Generate invoices automatically from your Shopify sales. Set the payment terms your customers need. Send auto-reminders to keep everything on track. And get a clear overview of accounts receivable so you always know exactly who owes what, when.
- Automatically creates a new invoice whenever someone places an order
- Gives you a clear view of accounts receivable, so you know exactly who owes what
- Auto-reminders and a monthly statement of accounts let you stop chasing payments
- Automatically syncs payments including ACH, paper checks, and wires
- Syncs with QuickBooks & NetSuite for easy bookkeeping
Languages
English
Works with
- API Access
- Oracle NetSuite
- Quickbooks Online
Categories
Document types
Customization
File management
Pricing
Choose the plan that best fits your business.
Free
Free to install
Payment processing fees apply
All charges are billed in USD.
Reviews (8)
So much better than anything else we've used. It seems like it should be crazy easy to send a legitimate-looking invoice through Shopify but of course it's not. And since it's 2023, it should also be crazy easy to offer different payment terms via an electronic invoice but of course it's not. Streamlined has solved those problems for us and given us the ability send invoice reminders which is huge. Additionally, we're able to filter out the invoices created to only our wholesale customers. AND best of all, the support team is fantastic. They hopped on a feature request right away and added it for us. We are thrilled about this app.
Really useful for accepting partial payments and payments via wire and ach.
Delivers on its promise! We handle all of our wholesale through Shopify and Streamlined make it so much faster and easier to manage - form a full integration into Shopify to tons of features like remote check deposit and unique account numbers for each customer, Streamlined saves us hours and speeds up payment. 5 stars.
Support
App support provided by Streamlined Financial Inc..
Resources
Developer
Launched
August 24, 2021
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