Streamlined

Name: Streamlined
Brand: Streamlined Financial Inc.
Rating: 4.8 (8 reviews)

Ceny: Bezpłatna instalacja. Mogą obowiązywać dodatkowe opłaty.
Ocena: 4,8 (8)
Deweloper: Streamlined Financial Inc.

Zainstaluj

Invoice getting paid and reducing receivables

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

Języki

Angielski

Ta aplikacja nie została przetłumaczona na język Polski

Współpracuje z

API Access
Oracle NetSuite
Quickbooks Online

Kategorie

Faktury i paragony

Typy dokumentów

Dostosowanie

Zarządzanie plikami

Metody płatności – Inne

Ceny

Wybierz plan najlepiej dopasowany do potrzeb firmy.

Free

Bezpłatna instalacja

Payment processing fees apply

Wszystkie opłaty są naliczane w USD.

Recenzje (8)

Ogólna ocena

4,8

Liczba recenzji z daną oceną

88% ocen to oceny z 5 gwiazdkami
7
0% ocen to oceny z 4 gwiazdkami
0% ocen to oceny z 3 gwiazdkami
0% ocen to oceny z 2 gwiazdkami
13% ocen to oceny z 1 gwiazdkami
1

Wszystkie recenzje

16 listopad 2023

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.

Spinnaker Chocolate

Stany Zjednoczone

24 dni korzystania z aplikacji

15 październik 2025

Really useful for accepting partial payments and payments via wire and ach.

Drone Deer Recovery

Stany Zjednoczone

12 miesięcy korzystania z aplikacji

27 marzec 2023

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.

Maverick Office Supplies

Stany Zjednoczone

1 dzień korzystania z aplikacji

Streamlined Financial Inc. odpowiedział(a) 29 marzec 2023

Thanks for sharing your feedback with us.

At Streamlined, we take security very seriously. Protecting our customers is our top priority, and as a business, we have to comply with strict financial laws and ‘Know Your Customer’ regulations. This means we verify every business we work with, to make sure they meet those terms. In most cases, this is simple and straightforward.

In your case, we were unable to verify your business during our review. We reached out directly using the contact information provided to try to verify your account before taking any further action, but unfortunately, we were unable to do so. That meant we had to act in accordance with those laws and regulations, to suspend access to your account.

We’ll always do whatever we can to make this process simple, and to clear up any misunderstandings along the way. Please don’t hesitate to reach out to us at help@streamlinedpayments.com if you need any more help.