We’re excited to have you on board! For businesses using our Launch plan, this guide will help you set up your Settle account. We'll walk you through the basics to get up and running. This will include creating your product catalog, connecting key integrations, confirming vendor profiles, and completing your first actions.
1. Get started: create your account
🔗 Use the link in your welcome email to access the account setup page.
Enter your name, email, and business details.
Complete the business verification by providing business owner details.
Log in to your new Settle account.
📌 For even more details on setting up your account and its features, check out our creating your account article in the setting up your account resource collection.
2. Build your product catalog
Your catalog is the foundation for a number of potential workflows you'll use. These include itemizing bill line items, managing purchase orders, and/or tracking landed costs. Creating a solid catalog sets you up for fully leveraging any or all of these tools.
Navigate to Catalog.
Click Add Product and enter details:
Product Name & Description
SKU (Stock Keeping Unit)
Inventory Unit of Measure (UOM)
Any relevant labels or identifiers
📌 For even more details on building your product catalog, check out our building and using catalog items article in the catalog items resource collection.
3. Connect your accounting software (optional, but recommended!)
Easily sync vendor and financial data for seamless tracking.
Go to Integrations or Settings.
Select your accounting software (e.g., QuickBooks).
Follow the prompts to log in and authorize Settle.
Map your accounts and categories.
Start with read-only permissions, then switch to read/write after verification.
📌 For even more details on connecting your accounting software, check out our link and configure your QuickBooks Online or NetSuite account with Settle article in the integrations resource collection.
4. Add & manage vendors
If you connected your accounting software, your vendors will be automatically imported! Otherwise, you can manually add them:
Go to Vendors.
Click Add Vendor and enter:
Name & Contact Details
Country & EIN/TIN
Payment Terms (for cash flow tracking)
Bank Account Info
Not paying a vendor through Settle? You can still create them and mark invoices as paid externally.
📺 Watch how it’s done: Loom Video
📌 For even more details on adding and managing vendors and its features, check out our adding and updating vendors article in the vendor management resource collection.
5. Link vendors to your catalog
This ensures your purchase orders auto-fill vendor details!
Open Catalog and select a product.
Enter vendor-specific info:
Purchase Price (cost from the vendor)
Lead Time (estimated delivery time)
Vendor SKU (if different from your SKU)
Unit of Measure Conversion (if applicable)
📺 Watch how it works: Loom Video
📌 For even more details on adding vendor SKUs, check out our building and using catalog items article in the catalog items resource collection.
6. Create your first Purchase Order (PO)
📦 Ready to place an order? Follow these steps:
Go to Purchase Orders.
Click Create New PO.
Select your vendor.
Add catalog items to the order.
Confirm quantities, prices, and delivery details.
Submit your PO!
📌 For even more details on creating POs, check out our creating and managing purchase orders article in the purchase order suite resource collection.
7. Bill Pay: pay vendors with ease
💰 When you receive a bill, here’s what to do:
Go to Bills.
Choose how to add the bill:
Manual Entry: Enter vendor, invoice number, due date, and amount (a PDF is auto-generated).
PDF Upload: Upload the invoice and let Settle’s OCR technology extract key details.
Review and schedule payment.
Confirm payment and link the bill to a Purchase Order.
📌 For more details on Bill Pay, check out our payments resource collection.
Key tips for success
✅ Accuracy Matters: Double-check all entries to avoid errors.
✅ Stay Consistent: Follow the same format when entering data.
✅ Need Help? Contact Settle Support at support@settle.co anytime!
You’re all set! By following these steps, you’re ready to manage your Bill Pay and Purchase Orders effortlessly with Settle. Welcome aboard! 🚀