Streamlined

How are invoices organized?

Imports and Exports with Shopify

Vicky Martinez

Invoicing

How to manually build an invoice within Streamlined.

Create an invoice

Create a recurring invoice

Create a split invoice

Upload a PDF file to turn it into a draft invoice.

Import a PDF order

Email a PDF file to turn it into a draft invoice.

Forward a PDF order

Directly create a new order in Shopify to invoice in Streamlined.

Create an invoice in Shopify

Sync wholesale orders into draft invoices.

Import an invoice from Shopify

How to set net terms and an issue date for Shopify wholesale orders.

Set issue date in Shopify

Export draft invoices

Delete a draft invoice

Sync draft changes from Shopify

Edit an invoice

Duplicate an invoice

Issue an invoice

Archive an invoice

Bulk send invoices

Draft

Schedule an invoice

Bulk schedule invoices

Cancel scheduled invoices

Edit recurring invoice schedules

Scheduled

Export sent invoices

Bulk send reminders

Void an invoice

Edit a sent invoice

Record a new transaction

Print an invoice

Share an invoice link

Apply credit to an invoice

Sync invoices to Quickbooks

Sent

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