Add your own structure
Create unlimited attributes for your sales catalogue, customers, and customer addresses so your data matches real workflows.
Finance & Reporting
Finance, without the spreadsheet drag
Manage invoices, statements, payment collection, reports, and business data in one connected ERP software platform.
What it does
Keep billing and reporting in one connected system.
Streamline uses the customer, order, price, and delivery data already held in the ERP to prepare invoices, maintain account records, and feed operational reports. Finance does not have to rebuild the same transactions in separate spreadsheets before it can bill or investigate a number.
For order-driven producers, distributors, route-based suppliers, and growing B2B teams, the module brings invoice and credit workflows, customer billing cycles, receivables, collection rules, gross-profit views, and custom reporting into the same working system.
Overview: Streamline is one connected management software for invoices, statements, payment collection, reporting, and flexible data structure. It helps companies manage accounts receivable, automate customer billing workflows, create reports, and organize business data inside one ERP software platform.
Why it matters
Everything your company needs to bill smarter and report faster.
Each capability has a clear operational job: prepare the right invoice, protect published records, follow customer terms, surface exceptions, and turn shared business data into reports that finance and operations may use.
🧾
Invoice with less friction
Create, print, and email invoices and credits in batches without rebuilding the same data in separate systems.
📲
Keep statements live
Customers can have up-to-date self-service statements, with accounting reconciliation feeding back into Streamline.
⚙️
Automate collection
Set rules for reminders, statements, and auto-collection so overdue follow-up takes less manual effort.
🔢
See the numbers faster
Build reports, pivot tables, and charts that help teams track sales, trends, and exceptions without digging through exports.
🔀
Analyze operational data
Pivot by customer, item, address, department, or other configured attributes, then save useful reports for repeat review.
🔗
Connect finance to operations
Billing and reporting stay tied to customers, delivery, pricing, orders, and production workflows.
🧠
Review gross profit by item or customer
Compare the customer price with recipe-based item cost to see which products and accounts contribute to gross profit.
📝
Replace spreadsheet sprawl
One connected management software system beats juggling Excel files, PDFs, inboxes, and separate finance workflows.
Invoices & Statements
Send invoices, credits, and statements without the admin pile-up.
Streamline helps manage invoice publishing, credit notes, customer billing cycles, and live statements in one place. It supports practical workflows, from route-based invoicing to customer-specific billing settings.
- Invoice and credit note library
- Daily, weekly, or monthly billing by customer
- Batch multiple invoices in alphabetical or route order
- Print or email invoice batches in one click
- Live self-service customer statements
- One invoice per delivery or consolidated invoicing options
- Paperless billing settings
- Mark contacts to receive invoices and financial emails
- Option to add card fees to select invoices
Why it helps
This gives companies a cleaner invoicing software workflows and reduces the back-and-forth between customer service, delivery, and accounts receivable.
Payment Collection
Collect faster, chase less.
Streamline supports payment collection workflows with rules, reminders, and integrations that help companies stay on top of receivables. Instead of manually checking who is overdue, teams can automate more of the follow-up.
- Rules for when to send statements
- Auto-collection using Stripe
- Credit control and automated reminders
- Accounts on hold when credit limits are exceeded
- Accounts on hold when payment terms are violated
- Import payments via webhook-connected workflows
- A/R updates when bank reconciliation happens in accounting
- Integrations including Stripe, WholeSail, Melio, and ACH bank / CSV workflows
Automated
Set rules for when to send statements and collect payment, so routine follow-up happens inside one billing software workflow.
Controlled
Use credit limits, overdue reminders, and account holds when customers exceed terms or go past their limit.
Current
Keep customer statements up to date, with accounting reconciliation feeding back into Streamline’s A/R view.
Integrated
Connect payment collection to invoices, statements, customer accounts, and finance workflows in one ERP software system.
Reporting & Forecasting
Reporting that answers real questions.
Streamline gives companies flexible reporting tools that go beyond basic exports. Build pivot tables, charts, and operational reports that help teams understand sales, demand patterns, customer behavior, and performance trends.
Customizable reporting
Build pivot tables, charts, and out-of-the-box reports that fit real workflows — with filters, grouping, shortcuts, and formats that make reporting software actually useful.
Forecast-ready visibility
Track sales trends, year-on-year changes, order deviations, and demand patterns faster, helping teams make better planning decisions with connected sales reporting software.
Early signals
Track year-on-year trends, 80/20 performance, and order deviations, with scheduled reports and alerts that help teams spot changes sooner and make faster decisions.
Flexible Data Structure
Organize your data your way.
Not every company thinks in the same columns. Streamline’s flexible data structure lets teams add attributes to customers, addresses, and catalogue records, then use those attributes to filter, group, and structure reports.
Edit at scale
Use batch edit in spreadsheet mode to copy, paste, and update whole lists quickly — no opening records one by one.
Report your way
Use attributes to group and filter data for departments, customer types, packing logic, and performance views inside reporting software and business intelligence software workflows.
Flexible data support: Streamline helps companies manage attributes, batch edits, customer classifications, and report-ready data inside one connected management software platform — so the system fits your company, not the other way around.
Customer reviews
Real feedback from teams using Streamline for finance and invoicing.
Bakeries and food production teams use Streamline to connect orders, deliveries, invoicing, accounting exports, and reporting. These Capterra reviews highlight the practical impact of automated invoicing, accounting compatibility, reduced admin time, and fewer manual data-entry mistakes.
Production, distribution, and invoicing made easier to manage.
“Being able to automatically create invoices and link them up with our accounting software. Customers are able to login to their accounts and place orders online instead of emailing or texting them over and replying on us to input them. Reduces error.”
Less admin time, fewer mistakes, and Xero compatibility.
“The compatibility with our accounting software xero makes invoicing, statements, direct debits and more seamless”
Complete feature list
Finance & reporting features in Streamline.
Invoice library Credit note library Daily billing Weekly billing Monthly billing Batch invoice printing and emailing Route-order invoicing Customer statements Paperless billing Consolidated invoicing Per-delivery invoicing Payment collection rules Credit control Card fee settings Published invoices CSV Pivot tables Order deviation alerts Year-on-year reports 80/20 Pareto analysis Custom report formatting Attribute filtering and grouping Unlimited attributes Batch edit
FAQ
Finance & reporting questions, answered.
How do orders become invoices in Streamline?
At the configured snapshot, current order quantities and valid customer prices populate an unprocessed invoice. The team may review or amend that record before publishing it to the customer’s invoice library and, when configured, exporting it to accounting software.
How are invoice corrections handled after publishing?
Published invoices are locked because the customer may already have downloaded or posted the document. Corrections are recorded with a credit or a new invoice instead of changing the original record.
Which payment collection methods does Streamline support?
Streamline supports Stripe collection when enabled, payment imports from supported accounting connections, and configured webhook or CSV workflows. Provider availability, customer setup, regional support, and fees should be confirmed during implementation.
What reporting does Streamline include?
Teams may build pivot tables, charts, and custom operational reports; save report sets to Shortcuts; schedule report emails; and review year-on-year changes, 80/20 performance, gross profit, and order deviations.
How do custom attributes improve reporting?
Attributes add business-specific fields to catalogue items, customers, and addresses. Their values may then be used to group and filter reports by department, customer type, location type, packing logic, or another configured classification.
Related features
Finance & reporting connects to every other part of Streamline.
Get started
See how Streamline manages finance from invoice to insight.
Connect invoices, statements, payment collection, reporting, forecasting views, and flexible business data in one ERP software system.
