Streamlined

Create a customer

Update a customer

Select specific net terms for a customer outside the default setting.

Set net terms for a customer

Print a copy of a customer’s payment remittance instructions.

Get payment instructions for a customer

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

Invite a customer to join QuickPay

View or share a customer’s billing portal.

View customer Statement of Account

Remove a customer profile from your account.

Archive a customer

Download a CSV file of a customer’s invoices.

Export customer invoices

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Customers

Group associated customers for easier organization and reconciliation.

What is customer grouping?

How to form a group of associated customers.

How do I create a customer group?

How to change a group name or its members.

How do I update a customer group?

How do I delete a customer group?

Shopify companies will be synced into your account as customer groups.

Import Shopify companies as customer groups

Manually trigger a sync from Shopify to Streamlined to update a customer group.

​​How do I sync changes for a Shopify company?

Customer Groups

How to create a customer billing or shipping address.

Create an address

Edit an address

Delete an address

Set a default billing and shipping address

Remove default a billing and shipping address

Customer Addresses

A unique onboarding application for incoming customers generated by Streamlined.

What is Streamlined Onboarding?

Use the onboarding application to streamline manual entry.

How do I invite new customers?

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

How do I approve applications?

Deactivate the application link if you choose not to use it.

How do I deactivate Streamlined Onboarding?

Streamlined Onboarding

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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