Settle

How the underwriting process works at what criteria we look at to determine whether a business is qualified.

Applying for financing with Settle

Understanding best practices for working capital financing

Early repayment of financed payment

Updating repayment timeline for financed payments

Using working capital advances to receive funds to your bank account

Settle's approach to underwriting

How to request payment deferrals, covering steps to defer payments individually or in batches, and submission for review

Requesting a payment deferral

Explains how to request a credit eligibility increase request through the customer app.

Requesting a Working Capital increase

Use of funds policy

Guide to business health financials

Paying an invoice with Settle Working Capital

Uploading manual financials for Working Capital eligibility

Learn how to finance purchase order deposits using Settle Working Capital before a vendor invoice exists.

Paying a Purchase Order with Settle Working Capital

Aneesah Ahamed

Financing

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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