Streamlined

Group a business's locations or buyers so they share a billing address, a paying account, credits, and one statement.

Create a customer group

Billing Account vs preferred billing address vs Email delivery: which sets who pays, which sets who gets the invoice, and which splits up the emails.

Choose who pays and who gets invoices

Choose who gets invoices and who pays when a customer has several locations, from decentralized to centralized billing.

Set up billing for a customer with many locations

Share your sign-up link, review applications, and approve new customers with net terms.

Approve new customer applications

Label customers, then use those labels to waive card fees, limit card payments, or skip reminders and statements.

Use customer tags

Ask the Streamlined team to merge two customer records, or link related customers with a group instead.

Merge duplicate customers

Set the address that receives a customer's invoices, reminders, and statements, and who's copied.

Change where customer emails go

Email customers about open invoices before and after the due date, on a schedule you set.

Set up automatic reminders

Turn off automatic reminders for a customer with a tag, or pause them while a check is in the mail.

Stop reminders for one customer

Hold reminders, late fees, and statement emails for one customer during a dispute, a payment plan, or while a check is in the mail.

Pause collections for a customer

Share a customer's or group's statement, download it as a PDF or CSV, or email statements on a schedule.

Send or export a statement

Pick who on your team is emailed when payments arrive or fail, refunds and chargebacks happen, deposits are paid, or customers apply.

Choose which team alerts you get

Customer records and groups, reminder emails, statements, and alerts.

Customers, reminders, and statements

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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.

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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.

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

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

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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.