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

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