Getting started

A collection of articles to help you get up and running with Settle

13 articles in this collection
Written by Rachel Lo and Dave Hovis

Getting started 🐣

Written by Dave Hovis
Updated over a week ago

Setting up your account

Creating your account

Written by Rachel Lo
Updated over a week ago

Adding and importing invoices 📥

Learn how to add invoices to your Settle account

Written by Dave Hovis
Updated over a week ago

Adding a bank account 🏦

Written by Dave Hovis
Updated over a week ago

Adding team members to Settle 🤝

Written by Dave Hovis
Updated over a week ago

Assigning user roles 👥

Written by Dave Hovis
Updated over a week ago

Creating approval workflows 📖

Define who from your team needs to approve invoices and payments, along with the approval criteria and thresholds themselves.

Written by Dave Hovis
Updated over a week ago

Payments

Understanding your cash outflows graph

Written by Rachel Lo
Updated over a week ago

Maximum invoice size 💯

Written by Dave Hovis
Updated over a week ago

Split payments ✂️

Written by Dave Hovis
Updated over a week ago

Determining payment timing 🕐

Written by Dave Hovis
Updated over a week ago

Sending international payments 🌏

Learn how to send payments in foreign currencies, which currencies Settle supports, and more.

Written by Dave Hovis
Updated over a week ago

Troubleshooting and resolving payment failures 🆘

Written by Dave Hovis
Updated over a week ago