Settle

Payments page

Scheduling a bill-pay payment

Split payments

Tracking the status of a payment

Determining payment timing

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

Sending international payments

Using labels to organize bills

Maximum invoice size

Consolidated bill pay payments

Understanding your Cash Outflows graph

Merging vendor accounts + the process if you're using QuickBooks Online

Batched payments

Explains how to add a comment to a purchase order (PO), bills, good received note (GRN), and payment

Adding comments to POs, bills, GRNs, and payments

Audit trail for viewing changes to a payment

Explains how to create and manage standalone payments in Settle, which are direct payments not linked to any specific bill or invoice.

Standalone payments

Itemize bills to track SKUs, categories and more

Marking Bills or POs as paid outside of Settle (External payments)

What is a payment NOC notification and do I need to take any action?

I made a mistake on a payment. What should I do?

Setting up recurring payments

Aneesah Ahamed

Gabriela Holguin

Bill pay tools to process your payments with ease

Payments

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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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