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Getting payments through AR tools
Getting payments through AR tools

A quick start guide to setting up an AR account with Settle and accepting payments from brands & merchants.

Becca Campbell avatar
Written by Becca Campbell
Updated over a week ago

When you create an account to get paid with Settle, you can generate and send invoices, receive payments from brands, and track payment statuses, all in one place.

Creating an account on Settle provides access to a suite of helpful features:

  1. Simple, automated payment instructions — Reduce the email back-and-forth and the collections headache

  2. Quick turnarounds — 1-3 day ACH payments for US-based vendors, and 3-day international wires for non-US vendors. Plus foreign exchange built in

  3. Consolidated tracking and reminders — Invoice audit trails and email notifications ensure you'll never lose sight of payment deadlines or history

Even if you don't create an account, if a client pays you with Settle, you'll still receive the funds.

How to get started

The first time a customer attempts to pay you via Settle, you'll receive an invitation to sign up for an account. If you don't receive or can't locate this invitation email, reach out to your customer to send it again or get in touch with Settle's Support team.

From there, getting set up couldn't be easier:

  1. Follow the link in the invitation email from your client to start setting up your account.

  2. The link will navigate you to the screen shown below, where you can enter your key business details.

  3. Click Sign up.
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  4. Next, you'll link your bank account for verification. Click Link bank account to do this via our partner Plaid, which will allow you to log in to your bank account with your online banking credentials.
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    If you're unable to find your bank with Plaid, go back to the previous screen and click "Try another way" to link with a different partner called Finicity.
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  5. If you still aren't able to locate your bank, or if you run into any technical issues, proceed to "Enter details manually". You will be able to enter in your receiving account details, and Settle will send you two deposits of less than $1.00 to your account within 1-2 business days.
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  6. Once these deposits have been received you can log back in and enter them into the blank fields. If the amounts match, your account will be verified.
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    If you run into issues anywhere along the way, reach out to support@settle.co and our Support team is happy to help.

Add and manage customers

You can add customers to your Settle account in two ways:

  1. Manually Adding Customers

    • Navigate to the Customer tab in the left-hand dashboard and select "Customers."

    • On the top right of your screen, click the "+ Add Customer" button.

    • Fill in the required information and click "Add Customer."

  2. Importing Customers through QuickBooks

    • Go to the Settings tab in the left-hand dashboard and select "Integrations."

    • Sync your accounting software with Settle, and your customers from QuickBooks will be automatically imported into your Settle account.

Inviting Customers to Your Portal

  • You can invite customers to your portal by clicking the green "Invite" button on the customer summary page. This allows you to receive alerts when a payment is scheduled, drafted, etc.

Managing Customers on Settle

  • To manage customers, go to the Customer tab in the left-hand dashboard and select "Customers."

  • Choose the customer whose information you want to edit.

  • To delete a customer, follow the same steps and click the "Delete" button.

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