Settle

Watch a quick overview of making payments on Settle <a href="" rel="nofollow noopener noreferrer" target="_blank">here</a>.

Depending on a vendor's particular payment terms, there may be times that you need to pay a single invoice with two payments, each with its own due date (for example: 30% upfront payment + 70% net 30 payment terms, or an invoice with 3 payments over a month).

Open an invoice that is not yet scheduled or paid. Complete the vendor information including the Pay to account. Once set, this information cannot be changed by payment within the split payment workflow. 

Enter the total invoice amount (before the split).

Specify any desired "Payment Amount" on the next screen. The total invoice liability will display below the payment amount field. If the payment amount is less than the liability, you'll see a toggle display below the payment indicating the option to 'Proceed to Payment 2'. Toggle this on to create a split payment and click the Pay button.

Complete all steps to schedule the payment including selecting the payment method (Fast ACH, ACH, Wire), the pay from bank account in the dropdown, and the Schedule for date. 

To proceed and schedule the next payment, click the Pay button on this screen. 

This will take you to a second payment page to create your next payment. Complete the steps above to schedule your second payment. You can add as many payments as you would like until the invoice liability is completely paid off. 

Once the payment amounts across all payments on the invoice equal the total invoice liability and payments have been sent, the invoice will be marked as "Paid."

At any time, you can click on the "Payment" tab to the right of "Details" on the right hand side menu, to see all payments on the invoice, to edit or update any payments. 

1. Open an invoice that is not yet scheduled or paid. Complete the vendor information including the Pay to account. Once set, this information cannot be changed by payment within the split payment workflow. 
2. Enter the total invoice amount (before the split).
3. Click on "Proceed to Payment."
4. Specify any desired "Payment Amount" on the next screen. The total invoice liability will display below the payment amount field. If the payment amount is less than the liability, you'll see a toggle display below the payment indicating the option to 'Proceed to Payment 2'. Toggle this on to create a split payment and click the Pay button.
    
   
    
5. Complete all steps to schedule the payment including selecting the payment method (Fast ACH, ACH, Wire), the pay from bank account in the dropdown, and the Schedule for date. 
6. To proceed and schedule the next payment, click the Pay button on this screen. 
7. This will take you to a second payment page to create your next payment. Complete the steps above to schedule your second payment. You can add as many payments as you would like until the invoice liability is completely paid off. 
8. Once the payment amounts across all payments on the invoice equal the total invoice liability and payments have been sent, the invoice will be marked as "Paid."
9. At any time, you can click on the "Payment" tab to the right of "Details" on the right hand side menu, to see all payments on the invoice, to edit or update any payments. 