Settle

In order to pay vendors with Settle, you'll need their ACH, wire, and/or paper check remittance details. When this information is included on an invoice, Settle will automatically populate these details on the invoice page after the invoice has been uploaded.

If you anticipate that you'll be making ongoing or recurring payments to a particular vendor, you can also set up a vendor profile in Settle for easy access. Alternatively, you can manually add vendor details to an individual invoice.

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To create a vendor profile from the Vendors menu:

To add a vendor in Settle, follow these steps:

- Select Vendors from the menu bar on the left side of your Settle home page.
- You'll see a list of all vendors you've previously paid through Settle.

1. Click + Add Vendor in the top right corner.

Enter Vendor Details Fill in the required information to ensure smooth payment processing:

- Vendor Name
- Vendor Email (where the Settle invitation email will be sent)
- Business Type
- EIN/TIN
- Vendor Country &amp; Address
 - If the vendor has multiple addresses, enter the one used for paper check remittance.
- Operational Details
 - If the vendor operates at a different address than their business address, add the operational address as well.
- Payment Terms
 - Specify the payment terms trigger, payment terms, and factoring email if applicable.
- Banking Information
 - Enter the vendor account number and ACH routing number (for default payments).
 - If applicable, add the wire routing number for wire transfers.

1. Save the Vendor Profile
 - Click Add Vendor to save the profile.

1. Navigate to the Vendors Menu
 - Select Vendors from the menu bar on the left side of your Settle home page.
 - You'll see a list of all vendors you've previously paid through Settle.
2. Add a New Vendor
 1. Click + Add Vendor in the top right corner.

3. Enter Vendor Details Fill in the required information to ensure smooth payment processing:
 - Vendor Name
 - Vendor Email (where the Settle invitation email will be sent)
 - Business Type
 - EIN/TIN
 - Vendor Country &amp; Address
 - If the vendor has multiple addresses, enter the one used for paper check remittance.
 - Operational Details
 - If the vendor operates at a different address than their business address, add the operational address as well.
 - Payment Terms
 - Specify the payment terms trigger, payment terms, and factoring email if applicable.
 - Banking Information
 - Enter the vendor account number and ACH routing number (for default payments).
 - If applicable, add the wire routing number for wire transfers.
 1. Save the Vendor Profile
 - Click Add Vendor to save the profile.

To add vendor details within an invoice:

Click into an invoice from the Unscheduled menu.

Under Invoice summary, click into the Vendor text box.

Select a saved vendor from the dropdown menu or Add new vendor.

Enter in all the details needed to remit payment:

1. Click into an invoice from the Unscheduled menu.
2. Under Invoice summary, click into the Vendor text box.
3. Select a saved vendor from the dropdown menu or Add new vendor.
4. Enter in all the details needed to remit payment:
 - Vendor Name
 - Vendor Email (where the Settle invitation email will be sent)
 - Business Type
 - EIN/TIN
 - Vendor Country &amp; Address
 - If the vendor has multiple addresses, enter the one used for paper check remittance.
 - Operational Details
 - If the vendor operates at a different address than their business address, add the operational address as well.
 - Payment Terms
 - Specify the payment terms trigger, payment terms, and factoring email if applicable.
 - Banking Information
 - Enter the vendor account number and ACH routing number (for default payments).
 - If applicable, add the wire routing number for wire transfers.
5. Click Add Vendor to save.