Streamlined
- by Streamlined Financial Inc.
- Free to install
Make wholesale invoicing simple with automatic invoice creation, payment tracking, and QuickBooks sync. Send auto-reminders, manage payment terms, and get clear visibility of who owes what.
About the Streamlined
Simplify your B2B wholesale invoicing with Streamlined, the invoicing solution that works seamlessly with Shopify and QuickBooks. This app automatically generates invoices from your Shopify orders, helping you manage wholesale and omnichannel sales without excessive administrative work. Set custom payment terms, track accounts receivable, and maintain clear visibility of all outstanding payments. The app sends automatic payment reminders and monthly statements, eliminating the need for manual payment follow-ups. With built-in support for ACH, paper checks, and wire transfers, plus direct integration with QuickBooks and NetSuite, Streamlined keeps your financial records organized and up-to-date. Perfect for businesses looking to scale their wholesale operations while maintaining efficient invoice management.
Key features
- Automatically creates a new invoice whenever someone places an order
- Gives you a clear view of accounts receivable, so you know exactly who owes what
- Auto-reminders and a monthly statement of accounts let you stop chasing payments
- Automatically syncs payments including ACH, paper checks, and wires
- Syncs with QuickBooks & NetSuite for easy bookkeeping
Pricing of Streamlined
Free
Free to install
Starter
$250 / month
- Send unlimited invoices
- Auto-create and send invoices + reminder
- Reconcile payments automatically
- Syncs with Shopify + QuickBooks
- Supports ACH, paper check and more
Scale
$499 / month
- Includes all starter features + more
- Automatic billing with QuickPay
- $250 in monthly processing credit
- Priority onboarding & support
