Getting started

A collection of articles to help you get up and running with Settle

13 articles in this collection
Written by Rachel Lo and Dave Hovis

Getting started 🐣

Written by Dave Hovis
Updated over a week ago

Setting up your account

Creating your account

Written by Rachel Lo
Updated this week

Adding and importing invoices 📥

Learn how to add invoices to your Settle account

Written by Dave Hovis
Updated over a week ago

Adding a bank account 🏦

Written by Dave Hovis
Updated over a week ago

Adding team members to Settle 🤝

Written by Dave Hovis
Updated this week

Assigning user roles 👥

Written by Dave Hovis
Updated over a week ago

Creating approval workflows 📖

Define who from your team needs to approve invoices and payments, along with the approval criteria and thresholds themselves.

Written by Dave Hovis
Updated this week

Payments

Understanding your cash outflows graph

Written by Rachel Lo
Updated this week

Maximum invoice size 💯

Written by Dave Hovis
Updated over a week ago

Split payments ✂️

Written by Dave Hovis
Updated over a week ago

Determining payment timing 🕐

Written by Dave Hovis
Updated this week

Sending international payments 🌏

Learn how to send payments in foreign currencies, which currencies Settle supports, and more.

Written by Dave Hovis
Updated over a week ago

Troubleshooting and resolving payment failures 🆘

Written by Dave Hovis
Updated over a week ago