Streamlined
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Highlights
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No impact to your online store
About this app
Launched
August 24, 2021
Languages
English
Categories
Invoices and receiptsIntegrates with
Quickbooks OnlinePowerful 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.
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Automatically creates a new invoice whenever someone places an order
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Gives you a clear view of accounts receivable, so you know exactly who owes what
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Auto-reminders and a monthly statement of accounts let you stop chasing payments
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Automatically applies and syncs payments including ACH, paper checks, and wires
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Syncs with QuickBooks for easy bookkeeping
7 reviews
BEWARE OF THIS APP! I installed it thinking it was free, and it would help manage my business better. After installing it, and getting my bank account and stripe account set up. Immediately started to sync it with my open orders, and it starts sending email reminders. Good right? NO! The company suspends my account out of no where with no explanation. A generic, sorry we can't work with you. Keep in mind I've just sent out over 100 emails to my clients, letting them use this new way to pay their invoice, while I disabled another app. This caused a huge issue where my customers are paying they're invoice but the APP IS REFUNDING THEM. I've emailed them several times to help me either log back in, or stop sending emails to my customers to pay their invoice through the app.
A simple way to look at it is that this APP and their Team just threw a monkey wrench right into my business, and not even trying to help. I've easily lost hundreds of dollars. I can't even track which invoices are being paid and which ones are refunded because they removed my access WITHOUT EXPLANATION!
ANY COMPANY THAT JUST STONEWALLS PEOPLE THEY DO BUSINESS WITH IS NOT TO BE TRUSTED.
BEWARE when signing up that you know everything about how they connect to your Stripe account! Had a horrible time getting my account deleted!!
Seems to be a valid service but do your due diligence.
Thank you guys for straightening that out! Changed to 5 stars ⭐️ ⭐️ ⭐️ ⭐️ ⭐️
Hi Brent, thanks for your review. We work hard to make onboarding with us clear and simple, and we’re sorry that your experience didn’t match up to your (and our) expectations there.
We partner with Stripe to support payments. Setup includes creating a Stripe Express account, which makes it easy to connect an existing Stripe account. We’ve worked with Stripe to clarify the right way to delete these accounts on our end, so it should now be easy for anyone who needs to do this in the future.
I believe we were able to resolve this for you, but if there’s anything else you need, we’re here. Message anytime at help@streamlinedpayments.com.
I have worked with many businesses and teams in a variety of industries and capacities. Streamlined, Boris, and his team are in the top .1% of that list. I was torn when writing this: between putting an immediate and emphatic "5 stars", or just putting "1 star" so that we may keep Streamlined to ourselves for longer (yes, twisted I know! )
Do yourself a favor now, and work with Streamlined if you're looking to level-up your accounts-payable game, and work with a company that improves their already-solid product, seemingly every day.
About this app
Launched
August 24, 2021
Languages
English
Categories
Invoices and receiptsIntegrates with
Quickbooks OnlineBuilt by Streamlined Financial Inc.
About Streamlined Financial Inc.
5.0 average rating
1 year building apps for the Shopify App Store
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