Streamlined

Create a customer

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

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

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

View or share a customer’s billing portal.

Remove a customer profile from your account.

Download a CSV file of a customer’s invoices.

Group associated customers for easier organization and reconciliation.

How to form a group of associated customers.

How to change a group name or its members.

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

How to create a customer billing or shipping address.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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