Watch a quick overview of how to upload and manage bills here.
Adding a bill to Settle is simple and can be done in one of three ways:
This article will cover each of these options.
Adding an bill with Settle Inbox (Recommended)
Each business account created on Settle will have a unique Settle Inbox email address assigned to it upon account creation. This email address can be found at any time in the upper righthand corner of most Settle account pages:
Simply click on the box, and the email address will be copied to your clipboard.
Send or forward any email containing 1 or more invoice attachments to your Settle Inbox email address.
In your account, you’ll see the Inbox menu item. The notification badge will update when you receive a new email.
Invoices sent to your Settle Inbox must be reviewed before they’re added to your general list of Bills. Simply navigate to the Inbox page, select a message and attachment, and click Create new bill.
After selecting Create new bill you can update or edit any invoice details.
Attachments converted to bills will now show up in your Bills menu and can be scheduled for payment.
Tip: We highly encourage you to share your Settle Inbox email address directly with anyone who might be billing you. This way, you won’t need to take the extra step of forwarding the email to yourself.
We currently support these file types:
PDF, PNG, JPEG, JPG, CSV, RTF, plaintext, msword, excel, openxml spreadsheets, openxml documents, opendocument spreadsheets, opendocument text
Importing a bill from QuickBooks Online or Xero
Note: You'll need to set up your QuickBooks Online/Xero integration before following these steps.
Click the Add Bill button (top right of the screen).
Click Import from...
Select the open or historical bills and click Import.
Note. Want to add Financing (Extended Payment Terms (EPT) on a bill? Click here for instructions.
Adding a bill manually
Click the Add Bill button (top right of the screen):
Drag and drop an invoice file to the box shown below, or select Browse to upload.
Once you have uploaded an invoice file, Settle will create a bill, automatically parse through and populate this information in the invoice details. You will receive an email once the bill is ready to be scheduled.
Note. You can also add POs, Shipping receipts, Vendor credit memos, and W-9/W8 tax forms from this menu.