Announcement
September 13, 2022

September Product Update

Noteworthy updates

Recurring invoices

We've heard how invoicing itself can be a chore. Especially when it's the same invoice, being sent every month, quarter, or year. Now, you can create and send invoices in a continuous series. Simply select Recurring as the type, set up your preferred schedule, and watch them go. Invoices can be issued yearly, monthly, or even bi-weekly.

Product auto-fill

For those of you building invoices in Streamlined, it's now even easier. Streamlined auto-fills your line items, saving you from carpal tunnel. Just enter the first letter to see a list of suggestions. It's just that simple!

Overdue banners

Streamlined watches your receivables like a hawk. If a customer exceeds a suitable threshold, you will see a warning prior to sending a new invoice out the door.

Deep links

It's easier than ever to collaborate with your colleagues using deep links to sections. Simply hover over a section on a page, and you'll see a copy link button appear. When you share the link with a colleague, they will be transported to that page and the exact section.

Streamlined tips

Did you know you can automatically include shipping & tracking details on your invoices?

If you create orders in Shopify, Streamlined will import shipping & tracking details too. The details will appear beneath the line items. To enable/disable this feature visit the Shipping & Tracking section in Settings.

Content spotlight

Our latest blog post is something a little different: It's a personal account from a receivables specialist who used Streamlined to transform their company's wholesale invoicing. They provide a relatable perspective on the importance of finding the right system that supports a fast growing business.

You can help growing brands by sharing this post and other helpful articles from the Streamlined blog.

No items found.

Time is money. Save both.

With smarter invoicing and AR that saves you hours by creating and reconciling your invoices for you.

Get Streamlined today