In order to pay a bill through Settle, you'll need to connect a bank account. Settle uses both Plaid and Finicity to create a secure connection with your bank in a couple of simple steps:
Make sure you're logged into Settle, then head to Settings > Bank accounts
Connect using Plaid or Finicity (depending on which one supports your banking institution)
Click Continue.
Search for your bank in the list and follow the login instructions to complete the set up process. *Please note, the connection will only be successful when logging in with the credentials of an admin on the bank account.*
5. Once your bank is set up successfully, you can select a specific bank as your default bank account. Once you select Send and Receive within the field, toggle over the three dots and select set as default receiving and/or default pay-from.
💡 If you're adding a new bank account to set as the new default pay-from, please note that this change will only affect future scheduled payments. Any payments that have already been scheduled will need to be migrated over to the new default bank account. To do this, you will need to toggle over the 3 dots next to the old bank account and select "Migrate payments".
Note: If you're still unable to link your bank account with Settle through either integration, or encounter any other issues during the linking process, reach out to support@settle.co and we'll be happy to assist.