AppScoped
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Streamlined

by AppScoped · Category: Invoices & Receipts
Free Plan Built for Shopify
⭐ 4.8/5
8 comment

App Introduction

Powerful B2B Invoicing. Make wholesale invoicing a seamless extension of your online store. Streamlined is a robust B2B invoicing app that syncs seamlessly with Shopify and QuickBooks. We’re here to help you scale wholesale and omnichannel sales without getting bogged down by administrative chaos. Streamlined offers unmatched flexibility to meet all your needs. Automatically generate invoices from your Shopify sales. Set payment terms tailored to your customers. Send automated reminders to keep everything on track. And gain a clear overview of accounts receivable, so you always know exactly who owes what and when.

Core Functionality

  • Automatically create a new invoice whenever an order is placed
  • Provide you with a clear view of accounts receivable, so you know exactly who owes what
  • Automatic reminders and monthly billing eliminate the need to chase payments
  • Automatically sync payments including ACH, paper checks, and wire transfers
  • Sync with QuickBooks and NetSuite for easy bookkeeping

Merchant-Friendly

  • B2B Independent Station Merchants
  • Subscription E-commerce Merchants
  • Multi-channel Retail Merchants
  • Wholesale E-commerce Merchants

Basic Information

  • Developer:Streamlined Financial Inc.
  • Address:4130 Maryland St, San Diego, CA, 92103, US
  • Price: Free / Free plan
  • Rating:4.8 / 5
  • Comment Count:8 comment
  • Release Date:2021-8-24
  • Supported languages:English
  • Compatible products:Shopify

Application Screenshot

Price Plan

免费

免费安装

User Location & Comments

User Location

Comments

Shopify API Used

  • POST /admin/api/invoices.json
  • GET /admin/api/orders/{order_id}.json
  • PUT /admin/api/invoices/{invoice_id}.json

Permission:write_invoices,read_orders,manage_payments

  • GET /admin/api/invoices.json?status=open
  • GET /admin/api/customers/{customer_id}/invoices.json
  • GET /admin/api/reports/accounts_receivable.json

Permission:read_invoices,read_customers,view_reports

  • POST /admin/api/notifications.json
  • PUT /admin/api/invoices/{invoice_id}/reminders.json
  • GET /admin/api/invoices/{invoice_id}/reminders.json

Permission:write_notifications,read_invoices,manage_communication

  • POST /admin/api/payments.json
  • PUT /admin/api/invoices/{invoice_id}/payments.json
  • GET /admin/api/payments.json?method=ach

Permission:write_payments,read_invoices,manage_payments

  • POST /admin/api/external_syncs.json
  • GET /admin/api/external_syncs/status.json
  • PUT /admin/api/external_syncs/settings.json

Permission:write_external_syncs,read_invoices,manage_accounting

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