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How do I approve applications?

Review onboarding applications to create new customers in Streamlined and Shopify.

Anissa Zoelle avatar
Written by Anissa Zoelle
Updated over a week ago
  1. Under Pending Approval, choose Review to open the application.

  2. In the top right corner, choose the appropriate next terms and click Approve.

  3. Under Recently Approved, click to Send Welcome Message to the new customer. (Note: To customize the welcome email, visit Settings > Invoicing > Reminders > Templates.)

    (Note: If you do not wish to export customer information to Shopify, uncheck the box in the top left corner of the application.)

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