Settle

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

Getting payments through AR tools

Start receiving payments on Settle through a variety of payment options

What payment methods can I receive through Settle as a vendor?

Learn how to change your receiving bank information or link a new account from your Settle account.

Updating your receiving bank account details

Creating accounts receivable invoices

Getting Paid Online in Order-to-Cash (O2C)

Information for vendors on accepting payments and managing AR with Settle

Vendor Resources

Visit Settle

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Create your workspace and invite the people you work with.

Set up your account

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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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, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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