Account setup

Quick steps to onboard with Streamlined

Anissa Zoelle avatar
Written by Anissa Zoelle
Updated over a week ago
  1. Enter your bank details so we can remit payments.

  2. Set default terms and enable payment methods for customers.
    (Settings > Payment & Payout)

  3. Bring your branding to your invoices and customize line items.
    (Settings > Invoicing)

  4. Create your first invoice from Invoices > Draft. When you're all set, hit Save and then send your invoice by selecting Issue Invoice.

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