Finance

Consolidated Invoices

Go to Customer › Settings › Edit and Consolidate all delivery notes to one invoice. For that option to show, the customer must have at least two delivery addresses.

Invoices

Set the first invoice number to publish. Streamline will then add 1 to the next invoice automatically.  We recommend that you do not publish invoices outside of Streamline, as it...

Adding Credit Card Charges to Invoices

Accounts Receivable

Streamline automatically calculates Gross Profit per item and per customer, taking into account the items costs from its recipe and the price for the customer. The accounting module integrates seamlessly with the inventory...

Payment Collection in Streamline

WARNING! Collecting payments in Accounts Receivable, Stripe will collect the total open balance in the customers account. Go to the Customer’s Invoice Library collect partial payments.

Automate Collecting Wholesale Payments with Stripe

Create a CSV to Collect Payments via Third Parties

Add Payment Link to Invoice Templates

Make sure to attach the template to the relevant customers, either in Customer › Settings, or in Batch Edit › Customer Settings.

Gross Profit

Streamline automatically calculates gross profit per item and per customer, taking into account the items costs from its recipe and the price for the customer.

How to apply a credit note to an invoice

Go to [Customer] > Finance > Invoice Library A published credit note appears in the customer’s Invoice Library. Note that: