Streamlined

Anissa Zoelle

Settings

Change the primary contact that appears on the invoices.

Update primary contact

How to remove a teammate or update their permissions.

Edit a teammate

Set up teammates to receive helpful email notifications from Streamlined.

Edit internal email notifications

Team & Account

How to activate or deactivate a payment method.

Enable/Disable payment methods

How to pass card processing fees to customers during payment.

Passing card fees

How to make specific customers exempt from paying card fees.

Exempting card fees

Add a second bank account for payouts

How to update or delete a bank account

How to split payouts between bank accounts

Payment & Payout

Generate your customer onboarding application.

Streamlined Onboarding

Customers

Customize invoices

Choose additional line item details to include on your invoices.

Customize line items

Create automatic reminder emails for all invoices.

Set auto-reminders

Remove automatic reminder emails for all invoices.

Delete auto-reminders

Prevent specific customers from receiving invoice reminders.

Exclude customers from reminder emails

Prevent specific customers from receiving invoice balance adjustment notifications.

Exclude customers from balance adjustment emails

Customers can receive a monthly Statement of Account.

Enable/Disable monthly statements

Exempt certain customers from receiving a monthly statement.

Exclude customers from monthly statements

Update templates for customer emails to match your brand messaging.

Edit email templates

Select the default net terms for all invoices.

Set default net terms

 Invoicing

Edit Shopify order import tag preferences

Edit Shopify customer export tag preference

Edit Shopify auto-invoice preferences

Unlink a Shopify store

Unlink a Quickbooks Online account

Connections

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.