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Determining payment timing ๐Ÿ• ​ | ​ Creating approval workflows ๐Ÿ“– ​ | ​ Getting started with NetSuite

Getting Started

Getting started ๐Ÿฃ

Linking your QuickBooks Online or Xero account with Settle ๐Ÿ”—

Adding a bank account ๐Ÿฆ

Adding and updating vendors ๐Ÿ“ฆ

Adding team members to Settle ๐Ÿค

Assigning user roles ๐Ÿ‘ฅ

Accounts Payable

Extended Payment Terms (EPT)

Paying an invoice with Extended Payment Terms ๐Ÿ—“

Early repayment of Extended Payment Terms (EPT) โณ

Updating extension terms for EPT payments โœ๏ธ

Syncing Extended Payment Terms with Xero ๐Ÿ”„

Syncing Extended Payment Terms with QuickBooks ๐Ÿ”„

Adding and importing invoices ๐Ÿ“ฅ

Creating approval workflows ๐Ÿ“–

Split payments โœ‚๏ธ

International payments ๐ŸŒ

Determining payment timing ๐Ÿ•

Maximum invoice size ๐Ÿ’ฏ

Preparing 1099s with information from Settle ๐Ÿงพ

Troubleshooting and resolving payment failures ๐Ÿ†˜

General FAQ

What is a beneficial owner and why does Settle need that information?

How do I resend vendor invites?

Why should I invite a vendor to verify their account when paying an invoice?

How can I see invoices from a certain vendor?

What will my vendor see when they receive payment?

How does pricing work?

Integrations

Getting started with NetSuite

Getting Started

Tips for setting up your Settle account and more

6 articles by 1 author

Accounts Payable

Learn how to upload invoices, pay bills, and get help with Extended Payment Terms (EPT)

13 articles by 2 authors

General FAQ

Additional commonly asked questions about Settle's products including pricing, inviting vendors to Settle, and more.

6 articles by 2 authors

Integrations

Settle integrates with your favorite accounting software. Learn how our integrations can help streamline your business's cashflow.

1 article by 1 author

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