Process Credit/Debit Card, Cash, and/or Checks with ease. Set up recurring payments and send invoices to your customers.
View daily payments in real-time, breakdown payments to see what is trending, and track customer spending trends.
Understand your business better with reports for deposits, settlements, chargebacks, access log, and monthly merchant statements.
Create defaults and set preferences for: payments, customers, loss prevention, receipts, notifications, team members and compliance.
Invoicing your customers is now integrated and effortless. Simply customize your invoice framework with a logo, header message and return policy then select a customer, enter the line item detail and click send.
Create your invoice, hit send, and your customers will receive an email or a text with a link to pay the invoice via card.
Set up recurring profiles to make collecting payments from your customers super easy.
Track the history on invoices and outstanding balances, and as payments are received the status of the invoice adjusts automatically.
View estimated and actual collected receivables from your recurring plans to help with forecasting cash flow.
Make It Easier
Synchronize financial data from your payment platform to Intuit’s QuickBooks Online tool, and automatically update daily transaction data, including all transactions, customer information, invoices and more!
Get paid 24/7, 365 days a year without lifting a finger, safely and securely, so you can work smarter, not harder.
Customizable links can be created in seconds! Simply embed the link directly onto a website for quick and easy payment.
Every customer receives emailed receipts immediately after every transaction.
Need to capture specific information for marketing and future product purchasing decisions? Choose which fields are required so you can capture the customer data you need.
Accept ACH payments and apply a fee such as a surcharge, helping you capture and save even more money
Trusted by Hundreds of Growing Businesses
Insights From Our Clients
Michelle and her team did not “Sell” us a product or service. Rather, she educated us on parts of the payment business that we had no idea about and, in the process, offered us better solutions than we had at a more competitive price. She has followed up in the years since to ensure that we always have questions answered and that we are optimizing our options while minimizing costs.
Catholic Health Association of the United States
Michelle has taken care of our credit card processing for over 10 years. I can’t say enough about her commitment to customer service. She goes above and beyond to make sure we are taken care of and is always presenting new ideas to improve our online business needs. We love that she is so hands on and takes care of our needs.
Callier's Catering
I have worked with Michelle Carr since 2012 and she has always offered top of the line customer service. Even when on vacation, she has found time to return my calls and help me out of a jam. She knows her stuff. I recently switched over to the Cash Discounting program, which has nearly eliminated my credit card processing fees. This lower cost solution has generated dollars that I can now invest back in to my business.
Crest Bowl
Streamline specializes in finding the right solutions for your business, from payment acceptance to point-of-sale systems and digital solutions like website and online ordering.
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