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Streamlined

4.4(Reviews)

Powerful B2B invoicing. Make wholesale invoicing a seamless extension of your online store. Streamlined is a powerful B2B invoicing app that syncs seamlessly with Shopify & QuickBooks. We’re here to help you scale your wholesale and omnichannel sales, without getting caught up in a ton of admin. Streamlined is as flexible as you need it to be. Generate invoices automatically from your Shopify sales. Set the payment terms your customers need. Send auto-reminders to keep everything on track. And get a clear overview of accounts receivable so you always know exactly who owes what, when. Streamlined is a powerful B2B invoicing app that syncs seamlessly with Shopify & QuickBooks. We’re here to help you scale your wholesale and omnichannel sales, without getting caught up in a ton of admin. Streamlined is as flexible as you need it to be. Generate invoices automatically from your Shopify sales. Set the payment terms your customers need. Send auto-reminders to keep everything on track. And get a clear overview of accounts receivable so you always know exactly who owes what, when. more 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

Key Features

  • Advanced sales capabilities
  • Advanced customer capabilities

Shopify App Installs

No install data available

Pricing Plans

Frequently Asked Questions

What is Streamlined?

Powerful B2B invoicing. Make wholesale invoicing a seamless extension of your online store. Streamlined is a powerful B2B invoicing app that syncs seamlessly with Shopify & QuickBooks. We’re here to help you scale your wholesale and omnichannel sales, without getting caught up in a ton of admin. Streamlined is as flexible as you need it to be. Generate invoices automatically from your Shopify sales. Set the payment terms your customers need. Send auto-reminders to keep everything on track. And get a clear overview of accounts receivable so you always know exactly who owes what, when. Streamlined is a powerful B2B invoicing app that syncs seamlessly with Shopify & QuickBooks. We’re here to help you scale your wholesale and omnichannel sales, without getting caught up in a ton of admin. Streamlined is as flexible as you need it to be. Generate invoices automatically from your Shopify sales. Set the payment terms your customers need. Send auto-reminders to keep everything on track. And get a clear overview of accounts receivable so you always know exactly who owes what, when. more 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

How much does Streamlined cost?

Streamlined offers multiple pricing tiers to fit different business needs: Free: Free.

Is Streamlined easy to set up?

Yes, Streamlined is designed to be user-friendly and easy to set up. The app integrates seamlessly with your Shopify store, and most users can get started within minutes.

Customer Reviews

1.0

I DO NOT RECOMMEND THIS APP. IT CAN MAKE YOU LOOSE MONEY AND SLOW YOUR BUSINESS. We have had a problem with a process it does, which is that when Streamlined does not notify Shopify when an order has payment being processed. THIS HAS COSTED US DEARLY IN OUR BUSINESS. We contacted Streamlined to try to get is solved, then we hired our own programmer to do it, but they do not have proper documentation on their own app for us to develop a solution. They have promised documentation for yesterday, and have not delivered. This is not a responsible way to deal with software that handles payments for businesses. Thankfully, our programmer is very good and found a way around it, despite their lack of help for us, which means the problem could have been solved by Streamlined themselves (our programmer did it in 3 days). The app itself is good as long as you need absolutely no changes to it and do not check its performance too closely. Do not rely on actual development improvements to it.

July 1, 2025
1.0

BEWARE OF THIS APP! I installed it thinking it was free, and it would help manage my business better. After installing it, and getting my bank account and stripe account set up. Immediately started to sync it with my open orders, and it starts sending email reminders. Good right? NO! The company suspends my account out of no where with no explanation. A generic, sorry we can't work with you. Keep in mind I've just sent out over 100 emails to my clients, letting them use this new way to pay their invoice, while I disabled another app. This caused a huge issue where my customers are paying they're invoice but the APP IS REFUNDING THEM. I've emailed them several times to help me either log back in, or stop sending emails to my customers to pay their invoice through the app. A simple way to look at it is that this APP and their Team just threw a monkey wrench right into my business, and not even trying to help. I've easily lost hundreds of dollars. I can't even track which invoices are being paid and which ones are refunded because they removed my access WITHOUT EXPLANATION! ANY COMPANY THAT JUST STONEWALLS PEOPLE THEY DO BUSINESS WITH IS NOT TO BE TRUSTED. Show more

March 27, 2023
5.0

I have worked with many businesses and teams in a variety of industries and capacities. Streamlined, Boris, and his team are in the top .1% of that list. I was torn when writing this: between putting an immediate and emphatic "5 stars", or just putting "1 star" so that we may keep Streamlined to ourselves for longer (yes, twisted I know! ) Do yourself a favor now, and work with Streamlined if you're looking to level-up your accounts-payable game, and work with a company that improves their already-solid product, seemingly every day. Show more

August 24, 2022
5.0

The customer support is so amazing. Anissa is the best - always responsive & ready to hold my hand through anything. I love that you can sync this to Shopify & Quickbooks, making invoice tracking really easy. Show more

August 9, 2022
5.0

To say they streamlined our AR process would be an understatement, and a bad pun. It's a great platform. Both intuitive to use for the whole team, and supported by a great troubleshooting team. If there is an issue, it gets fixed, and by a person you can speak to. They have created a wonderful product and I recommend it to all. Five stars. Show more

August 8, 2022

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