In order to pay an invoice 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 > Integrations by clicking on the gear icon.
Select Link business accounts to sync your bank account(s) via Plaid, our technology partner.
Search for your bank in the list and follow the login instructions to complete the set up process.
5. Once your bank is set up successfully, you can select a specific bank as your default bank account. If you select Send and Receive within the field, toggle over the three dots and select set as default receiving or default pay-from.
If you're unable to find your bank via Plaid, we offer an alternate solution through Finicity. Follow the steps below to connect via Finicity:
Navigate again to Settings > Integrations by clicking on the gear icon.
Select Try alternative linking option.
Search for your bank in the list and follow the steps to complete the sign up process.
Note: If you're still unable to link your bank account with Settle, or encounter any other issues during the linking process, reach out to email@example.com and we'll be happy to assist.