Streamlined

Sign in

Contact support

Getting Streamlined

Streamlined QuickPay

Customers

Invoicing

Transactions

Reports

Settings

FAQ's

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

What is Streamlined?

When should I consider Streamlined?

How can Streamlined help?

How much does it cost to use Streamlined?

Sign up

Account setup

Create a Stripe account

Invite the team and accountant to Streamlined

Import customer list

Link a Shopify store to Streamlined

Link a Quickbooks Online account to Streamlined

Link a Netsuite Account to Streamlined

How do I get Streamlined?

Reset password

Edit account details

Streamlined Account

What is Streamlined QuickPay?

How does QuickPay work?

When will my customers get charged?

Will my customers be notified before they are charged?

What happens when the payment method is declined?

How do I enroll my customers in QuickPay?

How can my customers self-enroll in QuickPay?

How do I un-enroll a customer from QuickPay?

How can my customers update their QuickPay?

Create a customer

Update a customer

Set net terms for a customer

Get payment instructions for a customer

Invite a customer to join QuickPay

View customer Statement of Account

Archive a customer

Export customer invoices

What is customer grouping?

How do I create a customer group?

How do I update a customer group?

How do I delete a customer group?

Import Shopify companies as customer groups

​​How do I sync changes for a Shopify company?

How do I set net terms for a customer group​​?

How do I set a preferred billing address for a customer group?

Where can I find a group's Statement of Account​​?

Customer Groups

Create an address

Edit an address

Delete an address

Set a preferred billing address

Remove a preferred billing address

Customer Addresses

What is Streamlined Onboarding?

How do I invite new customers?

How do I approve applications?

How do I deactivate Streamlined Onboarding?

Streamlined Onboarding

How are invoices organized?

Imports and Exports with Shopify

Create an invoice

Create a recurring invoice

Create a split invoice

Import a PDF order

Forward a PDF order

Create an invoice in Shopify

Import an invoice from Shopify

Set issue date in Shopify

Export draft invoices

Delete a draft invoice

Sync draft changes from Shopify

Edit an invoice

Duplicate an invoice

Issue an invoice

Archive an invoice

Bulk send invoices

Draft

Schedule an invoice

Bulk schedule invoices

Cancel scheduled invoices

Edit recurring invoice schedules

Scheduled

Export sent invoices

Bulk send reminders

Void an invoice

Edit a sent invoice

Record a new transaction

Print an invoice

Share an invoice link

Apply credit to an invoice

Sync invoices to Quickbooks

Sent

Add an external payment

Add a debit note

Add a credit note

Add a memo to a transaction

Add attachments to a transaction

Export transactions

Export payouts

Payouts

Export aging balance

Aging Balance

Update primary contact

Edit a teammate

Edit internal email notifications

Team & Account

Enable/Disable payment methods

Passing card fees

Exempting card fees

Add a second bank account for payouts

How to update or delete a bank account

Payment & Payout

Collections