Get your cash flow flowing — with auto-reminders, auto-billing, and statements of account that keep B2B payments on track and on time.
Because we'll look after it. Even better, we can set you up so that payments come through on time, every time.
Streamlined sends your customers reminders when it's almost time to pay — and follows up if they miss a payment. Customize reminders to decide who gets one and when.
Streamlined QuickPay lets your customers save a payment method on file, so they can pay automatically as soon as their invoice is due.
Every customer gets their own statement of account, so they can see exactly how much they owe and make a payment any time, with monthly statements to keep them on track.
Have questions? We have answers.
What is Streamlined Invoicing?
Streamlined Invoicing is a cutting-edge solution designed to simplify and optimize the invoicing process for businesses. It offers a user-friendly platform that streamlines B2B invoicing, allowing you to create, send, and manage invoices effortlessly. With automated features, customizable templates, and diverse payment options, Streamlined Invoicing helps you enhance efficiency, reduce manual work, and ensure a seamless invoicing experience for both you and your customers.
Who can use Streamlined?
Streamlined is designed to cater to a wide range of businesses, from small startups to fast-growing scale ups. Whether you're an e-commerce store owner, a B2B SaaS provider, or any business dealing with invoicing, Streamlined offers practical and effective solutions to streamline your financial operations.
What is the Auto-Reminders feature in Streamlined?
The Auto-Reminders feature in Streamlined is designed to automatically send reminders to your clients or customers about pending invoices, ensuring timely payments.
How does the Auto-Reminders feature work?
The Auto-Reminders feature monitors your invoicing data and sends out personalized reminders to your clients at predefined intervals, nudging them to take action on their pending invoices.
Can I customize the reminder messages?
Absolutely! You can tailor the reminder messages to match your brand's tone and style, adding a personal touch to the communication.
What intervals can I set for the reminders?
You have the flexibility to set the intervals based on your preferences. You can choose to send reminders daily, weekly, bi-weekly, or at any other schedule that suits your business needs.
Are the reminders sent automatically?
Yes, the reminders are sent out automatically according to the schedule you've set. This helps you save time and effort in manual follow-ups.
Can I exclude certain clients from receiving reminders?
Of course. You can easily customize the client list that receives reminders, ensuring that specific clients are excluded from the automated reminders.
What if a client has already paid the invoice after the reminder was scheduled?
No worries! Streamlined's Auto-Reminders feature is smart enough to recognize when a payment has been made and will automatically halt further reminders for that particular invoice.
What are Monthly Statement reminders?
Monthly Statement reminders are your secret weapon for effortlessly keeping clients in the loop. At the end of each month, these automated statements provide a crystal-clear snapshot of outstanding balances, a rundown of unpaid invoices, and a sneak peek at aging balances.
Are these monthly statements generated and dispatched automatically?
Yes, once you've enabled this feature, statements are auto-generated and sent at the end of each month to your customers with an open balance.
What is QuickPay in Streamlined?
Streamlined QuickPay gives your customers a way to securely enroll their card or bank account details for future invoice payments. When an invoice is due, the enrolled payment method is automatically charged for the exact amount.
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