Streamlined

Click the customer name to expand the card and View profile.

Under Details &gt; Billing preferences &gt; QuickPay, click Set up QuickPay.

Choose from a customer’s existing email address or enter a new one and Send.

1. Click the customer name to expand the card and View profile.
2. Under Details &gt; Billing preferences &gt; QuickPay, click Set up QuickPay.
3. Choose from a customer’s existing email address or enter a new one and Send.

Invite a customer to keep a payment method on file with Streamlined.

Invite a customer to join QuickPay

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