Streamlined Help
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Go to Streamlined
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FAQ's
FAQ's
Anissa Zoelle avatar
By Anissa1 author20 articles
What is ACH?
What is a chargeback?
What is reconciliation?
Which integrations does Streamlined support?

Shopify


How do I set the correct payment terms in Shopify?
What happens if I don’t set payment terms in Shopify?
How do I add a PO number to a Streamlined invoice?

Invoicing


Can I send invoices to more than one email address?
How can I share an invoice?
Where can I find a customer’s Statement of Account?
How do I categorize invoices from Streamlined into Quickbooks?

Payments and reconciliation


Why is there a credit note on a voided invoice?
What is an overpayment?
How is a payment applied to multiple invoices?
What if my customers pay through Bill.com?
Can my international customers still make payments?
What should I do if I receive payment outside of Streamlined?
How do my customers enroll Streamlined into their billing system?
How do I update my payout bank account in Stripe?
Why do I see a different account number after linking my bank account with Plaid?
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