Streamlined

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Effortlessly automate B2B invoicing and streamline wholesale sales directly from your Shopify store.
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What Owlfred thinks...

Streamlined is a powerful B2B invoicing app that seamlessly syncs with Shopify and QuickBooks to help you scale your wholesale and omnichannel sales without getting caught up in a ton of admin.

This is a great Shopify app that will help you grow your Shopify store faster!

Last Updated:
October 17, 2024

Effortless B2B Invoicing for Seamless Wholesale Management

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Transform the way transactions flow with an effortless invoicing solution tailored for B2B businesses. This app integrates fluidly with Shopify and QuickBooks, enabling merchants to streamline their wholesale operations without the burden of excessive administrative tasks.

Automatically convert sales data into invoices, allowing for speedy processing and minimal manual input. Configurable payment terms cater to diverse customer needs, ensuring smooth financial interactions. Automated reminders maintain payment timelines, fostering timely collections and enhancing cash flow management.

Gain insights into accounts receivable with intuitive visualizations, providing clarity on outstanding balances. Embrace a more organized and efficient invoicing experience, designed to scale alongside the demands of a growing business.

Features

Automatically generates invoices for each order, enhancing your invoicing process
Facilitates payment term designation for different customer segments, ensuring transaction smoothness
Deploys automatic payment reminders, aiding in maintaining a positive cash flow situation
Automatically syncs payments, including ACH, paper checks, and wires
Syncs seamlessly with QuickBooks & NetSuite for efficient bookkeeping.

Benefits

Enhance overall time efficiency and minimize administrative tasks with automated invoice generation and payment reminders
Amplify B2B transaction fluidity, facilitating wholesale and omnichannel sales growth through flexible payment terms customization
Maintain a solid financial control with real-time, clear insights into accounts receivable and seamless integration with bookkeeping systems like QuickBooks & NetSuite.

About the Vendor

Streamlined Financial Inc.
4130 Maryland St, San Diego, CA, 92103, US
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4130 Maryland St, San Diego, CA, 92103, US Map

Works with

Quickbooks Online, Oracle NetSuite, API Access

Pricing

Free to install. Additional charges may apply.
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All charges are billed in USD. Recurring and usage-based charges are billed every 30 days. Pricing may differ to that listed above, please check the link below for accurate and up to date pricing details.
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Owlfred Review

If you're a B2B merchant on Shopify, Streamlined might just be the magic potion you've been looking for to effortlessly handle your wholesale invoicing needs. Streamlined is a powerhouse of a B2B invoicing app that snugly integrates with Shopify and QuickBooks, helping you stay on top of your wholesale and omnichannel sales without drowning in paperwork. With killer features like automatic invoice creation when an order is placed, clear visibility into accounts receivable, automatic reminders and monthly statements to avoid those awkward payment chase-ups, and sync capability with QuickBooks & NetSuite for fuss-free bookkeeping, it's like having an accountant in your pocket. Although it doesn't boast thousands of installs, don't let that sway you. Remember, it may be a backroom hero handling tasks beyond the public eye. With a good average star rating, users seem to appreciate its functionality. The fact that it costs zilch, nada, nothing, ups its appeal, especially for small businesses watching their budget. All told, Streamlined's versatility and rich features would make it a go-to choice for Shopify merchants dealing with B2B invoicing. Streamlined... because who said running a business has to be complicated?

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Frequently Asked Questions

How does Streamlined help with invoice management?
Streamlined facilitates invoice generation for Shopify sales and designates payment terms for different customer segments. It maximizes your time efficiency by deploying automatic reminders for payments, avoiding due payment issues and helping maintain a positive cash flow situation.
How does Streamlined integrate with Shopify and QuickBooks?
Streamlined deeply integrates with both Shopify and QuickBooks, offering a new level of efficiency and injects flexibility in the B2B invoicing process. It supports wholesale and omnichannel sales expansion without any administrative hassles.
Can Streamlined provide insights into my accounts receivable?
Yes Streamlined provides lucid and comprehensive insights into your accounts receivable. It gives you real-time knowledge of what's owed and when, eliminating uncertainty and giving you a robust grip on your financial landscape.
Does Streamlined support different business models?
Streamlined adapts to different business models by allowing you to set unique payment terms for different customer segments. It ensures fluidity in transactions and maintains cordial business relationships.

Shopify App Comparison: Streamlined vs Order Printer - which is better?

We have compared two apps that offer different capabilities and benefits to streamline your business processes. The Streamlined app focuses on B2B invoicing and integration with Shopify and QuickBooks. It automatically generates invoices for each order, facilitates payment term designations, deploys automatic reminders for payments, and syncs payments effortlessly. This app allows you to minimize administrative tasks, manage invoices efficiently, and have a comprehensive view of your accounts receivable, ensuring a positive cash flow situation. Overall, the Streamlined app is a powerful tool for businesses looking to enhance their invoicing process and financial management.

On the other hand, the Order Printer app specializes in providing a comprehensive printing solution for order fulfillment. It allows you to customize packing slips, invoices, shipping labels, and receipts, enabling you to showcase your unique branding. With HTML and Liquid support, you can easily tailor templates to match your brand tone and style. While minor changes can be made without coding experience, the app also offers collaboration with third-party designers and developers for more extensive personalization. With the Order Printer app, you can improve brand consistency, save time by previewing and printing documents in bulk, and enhance the overall customer experience.

Both apps offer valuable features and benefits, but their focus and capabilities differ. If you are looking to streamline your B2B invoicing process and financial management, we recommend the Streamlined app. However, if you want to personalize your order documentation and improve brand consistency, the Order Printer app would be the better choice. Consider your specific business needs and priorities to determine which app aligns better with your objectives.

Attribute
Streamlined Shopify AppStreamlined
Order Printer Shopify AppOrder Printer
Average Rating 4.2 out of 5 3.1 out of 5
Number of Reviews 9 892
Estimated Installs 0 0
Min Price $0.00 $0.00
Max Price $0.00 $0.00
Works With Quickbooks Online, Oracle NetSuite, API Access
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