Streamlined

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?

Quick access to a customer’s payment details in Streamlined

Where can I find a customer’s payment instructions?

Can I sync an invoice with Shopify after it has been sent?

How do I categorize invoices from Streamlined into Quickbooks?

Vicky Martinez

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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