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Account setup

Quick steps to onboard with Streamlined

Written by Vicky Martinez
  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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