Connect to Xero & Quickbooks
Invoices, Credits & Statements
Invoices and credit notes are instantly posted to your customer’s finance module.
They are also instantly posted to Xero or Quickbooks, keeping your sales ledger up to date.
Extract payment information to Streamline from Xero
and Quickbooks and your customers now have a live
statement, printable from the finance module.
Never send an invoice or statement again.
Automatic email reminders are sent when accounts become overdue
Exports to TomTom, Garmin and Google Maps
Eliminate data entry & reduce human error
- Published invoices are instantly posted to the customer’s invoice library
- Batch multiple invoices to print, email or download the batch.
- Your customers may give access to their bookkeeper or accountant to access the invoices
- Invoice library presented in statement format
- Select which customer users receive financial emails
Never send an invoice or statement again!
- Invoice periods: daily, weekly, monthly and ad hoc: set by customer
- Accept returns – damaged, sale or return, undelivered etc. Issue credit notes
- Your customers may give access to their bookkeeper or accountant to access the invoices
- Invoice library presented in statement format
- Select which customer users receive financial emails
Payment Terms
- x days after invoice date
- On a given day after the end of the month
- COD
Multiple Addresses
A customer may have multiple delivery addresses. Consolidate all deliveries to one invoice, or one invoice per delivery
A customer may have multiple delivery addresses. Consolidate all deliveries to one invoice, or one invoice per delivery
Bank Accounts
Unlimited: eg Driver 1, Driver 2, Petty Cash etc
Unlimited: eg Driver 1, Driver 2, Petty Cash etc
Driver Report
Driver sign and date the daily report and keep a record of who drove on what day
Driver sign and date the daily report and keep a record of who drove on what day
Streamline integrates seamlessly with Quickbooks Desktop, Quickbooks Online and Xero. It also exports to Sage, MYOB, Visma, Surf and more… If your accounting software supports importing sales invoices, consider it done.