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Getting started 🐣
Getting started 🐣
Anna Briggs avatar
Written by Anna Briggs
Updated over a week ago

Welcome to Settle! Getting your account set up to pay your first invoice just takes a couple of quick steps:

  1. Create your account using an email address or Google's authentication flow if you have a Gmail account.

  2. Invite team members to join you on Settle and assign user roles under Settings > Team.

  3. Connect your bank account under Settings > Integrations securely via Plaid or Finicity.

  4. Link Settle with your QuickBooks Online or Xero account in Settings > Integrations for seamless bookkeeping.

Tip: To import an invoice, first click +Add Invoice, then either (1) forward an email containing the invoice to your unique, automatically-generated Settle email address or (2) manually drag and drop your invoice to upload it. We'll automatically scan the document and populate the details for you.

Reach out to us at if you run into any issues.

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