# Settle Help Center

> Help center for Settle

## General Account 

- [Getting started](https://help.settle.com/en/articles/6137123-getting-started.md)
- [Setting up multi-factor authentication \(MFA\)](https://help.settle.com/en/articles/6801735-setting-up-multi-factor-authentication-mfa.md)
- [Step-by-step onboarding guide for new customers](https://help.settle.com/en/articles/10513364-step-by-step-onboarding-guide-for-new-customers.md): This guide will walk you through the essential steps to set up your account and integrate your systems efficiently
- [Settle quick start guide for Launch subscription](https://help.settle.com/en/articles/10702907-settle-quick-start-guide-for-launch-subscription.md)
- [Creating your account](https://help.settle.com/en/articles/6365577-creating-your-account.md)
- [How to edit notification settings](https://help.settle.com/en/articles/7884961-how-to-edit-notification-settings.md)
- [Adding and importing bills](https://help.settle.com/en/articles/6137366-adding-and-importing-bills.md): Learn how to add bills to your Settle account
- [Adding a bank account](https://help.settle.com/en/articles/6137300-adding-a-bank-account.md)
- [Managing team members in Settle](https://help.settle.com/en/articles/6137324-managing-team-members-in-settle.md)
- [Assigning user roles](https://help.settle.com/en/articles/6137326-assigning-user-roles.md)
- [Create custom roles](https://help.settle.com/en/articles/7896854-create-custom-roles.md)
- [Creating and reviewing approval workflows](https://help.settle.com/en/articles/6137370-creating-and-reviewing-approval-workflows.md): Define who from your team needs to approve bills and payments, along with the approval criteria and thresholds themselves.
- [What is a beneficial owner and why does Settle need that information?](https://help.settle.com/en/articles/6330399-what-is-a-beneficial-owner-and-why-does-settle-need-that-information.md)
- [Subscription plans, usage billing & billing](https://help.settle.com/en/articles/9123851-subscription-plans-usage-billing-billing.md)
- [How do I edit my business information?](https://help.settle.com/en/articles/7036931-how-do-i-edit-my-business-information.md)
- [What information is required to get started with Settle?](https://help.settle.com/en/articles/7039293-what-information-is-required-to-get-started-with-settle.md)
- [How to use multi business view](https://help.settle.com/en/articles/7275323-how-to-use-multi-business-view.md)
- [Resetting your password](https://help.settle.com/en/articles/7545527-resetting-your-password.md)
- [Settle Email Notifications](https://help.settle.com/en/articles/12470768-settle-email-notifications.md)
- [Admin Approval Overrides](https://help.settle.com/en/articles/14485467-admin-approval-overrides.md)

## Financing

- [Applying for financing with Settle](https://help.settle.com/en/articles/6338153-applying-for-financing-with-settle.md): How the underwriting process works at what criteria we look at to determine whether a business is qualified.
- [Understanding best practices for working capital financing](https://help.settle.com/en/articles/10723277-understanding-best-practices-for-working-capital-financing.md)
- [Early repayment of financed payment](https://help.settle.com/en/articles/6137337-early-repayment-of-financed-payment.md)
- [Updating repayment timeline for financed payments](https://help.settle.com/en/articles/6137356-updating-repayment-timeline-for-financed-payments.md)
- [Using working capital advances to receive funds to your bank account](https://help.settle.com/en/articles/9096275-using-working-capital-advances-to-receive-funds-to-your-bank-account.md)
- [Settle's approach to underwriting](https://help.settle.com/en/articles/6365107-settle-s-approach-to-underwriting.md)
- [Requesting a payment deferral](https://help.settle.com/en/articles/9791367-requesting-a-payment-deferral.md): How to request payment deferrals, covering steps to defer payments individually or in batches, and submission for review
- [Requesting a Working Capital increase](https://help.settle.com/en/articles/10522149-requesting-a-working-capital-increase.md): Explains how to request a credit eligibility increase request through the customer app.
- [Use of funds policy](https://help.settle.com/en/articles/10777530-use-of-funds-policy.md)
- [Guide to business health financials](https://help.settle.com/en/articles/11433167-guide-to-business-health-financials.md)
- [Paying an invoice with Settle Working Capital](https://help.settle.com/en/articles/11179158-paying-an-invoice-with-settle-working-capital.md): Learn how to use Settle Working Capital
- [Uploading manual financials for Working Capital eligibility](https://help.settle.com/en/articles/11934145-uploading-manual-financials-for-working-capital-eligibility.md)
- [Paying a Purchase Order with Settle Working Capital](https://help.settle.com/en/articles/12547705-paying-a-purchase-order-with-settle-working-capital.md): Learn how to finance purchase order deposits using Settle Working Capital before a vendor invoice exists.

## Vendor Management

- [Adding and updating vendors](https://help.settle.com/en/articles/6137304-adding-and-updating-vendors.md)
- [Where do I create and use vendor credits?](https://help.settle.com/en/articles/7054741-where-do-i-create-and-use-vendor-credits.md)
- [Where to store vendor information](https://help.settle.com/en/articles/7885419-where-to-store-vendor-information.md)
- [How do I resend vendor invites?](https://help.settle.com/en/articles/6146133-how-do-i-resend-vendor-invites.md)
- [Why should I invite a vendor to verify their account when paying a bill?](https://help.settle.com/en/articles/6146139-why-should-i-invite-a-vendor-to-verify-their-account-when-paying-a-bill.md)
- [What can my vendor expect when they receive payments sent via Settle?](https://help.settle.com/en/articles/6146143-what-can-my-vendor-expect-when-they-receive-payments-sent-via-settle.md): Help your vendors find payment details, whether payment is sent electronically or via paper check.
- [How do I remove a vendor?](https://help.settle.com/en/articles/6590797-how-do-i-remove-a-vendor.md)
- [Getting started: Understanding payment terms in Settle](https://help.settle.com/en/articles/11498408-getting-started-understanding-payment-terms-in-settle.md)
- [Merging vendor accounts + the process if you're using QuickBooks Online](https://help.settle.com/en/articles/11742209-merging-vendor-accounts-the-process-if-you-re-using-quickbooks-online.md)

## Catalog Items

- [Building and using catalog items](https://help.settle.com/en/articles/8828748-building-and-using-catalog-items.md)
- [Creating and managing properties on catalog items](https://help.settle.com/en/articles/9333457-creating-and-managing-properties-on-catalog-items.md)
- [Getting started with Bills of material \(BOMs\)](https://help.settle.com/en/articles/9540475-getting-started-with-bills-of-material-boms.md)
- [Adding baseline costs to your catalog items](https://help.settle.com/en/articles/10092067-adding-baseline-costs-to-your-catalog-items.md)
- [Help guide: filling out your product catalog CSV](https://help.settle.com/en/articles/10291608-help-guide-filling-out-your-product-catalog-csv.md): Follow this guide to complete the CSV template. Each column is explained with its purpose and whether it’s required or optional.
- [Product cost report](https://help.settle.com/en/articles/10401614-product-cost-report.md)
- [How Units of Measure work in Settle](https://help.settle.com/en/articles/10401743-how-units-of-measure-work-in-settle.md)
- [Sync center: Your integration command center](https://help.settle.com/en/articles/10476707-sync-center-your-integration-command-center.md)
- [Setting up volume-based costs for catalog items](https://help.settle.com/en/articles/12528377-setting-up-volume-based-costs-for-catalog-items.md)

## Locations

- [Allocation models](https://help.settle.com/en/articles/9639603-allocation-models.md)

## Sales Orders

- [Sales orders overview](https://help.settle.com/en/articles/9939150-sales-orders-overview.md)
- [Manually adding orders](https://help.settle.com/en/articles/10032881-manually-adding-orders.md)
- [How to approach bundles when creating inventory in your catalog](https://help.settle.com/en/articles/10714595-how-to-approach-bundles-when-creating-inventory-in-your-catalog.md)

## Integrations

- [Accounting sync glossary](https://help.settle.com/en/articles/6500165-accounting-sync-glossary.md)
- [Connecting your Settle account to Finaloop](https://help.settle.com/en/articles/8471019-connecting-your-settle-account-to-finaloop.md)
- [Using Cin7 core "pay with Settle"](https://help.settle.com/en/articles/9052367-using-cin7-core-pay-with-settle.md)
- [Link and configure your QuickBooks Online or NetSuite account with Settle](https://help.settle.com/en/articles/6119161-link-and-configure-your-quickbooks-online-or-netsuite-account-with-settle.md)
- [QuickBooks Online: Importing open and historical bills from QuickBooks](https://help.settle.com/en/articles/6745766-quickbooks-online-importing-open-and-historical-bills-from-quickbooks.md)
- [QuickBooks Online: syncing Settle Working Capital - amortized loans](https://help.settle.com/en/articles/6497826-quickbooks-online-syncing-settle-working-capital-amortized-loans.md)
- [QuickBooks Online: syncing Settle Working Capital - bullet loans](https://help.settle.com/en/articles/6137364-quickbooks-online-syncing-settle-working-capital-bullet-loans.md)
- [QuickBooks Online: matching your Owed to Settle report](https://help.settle.com/en/articles/6901217-quickbooks-online-matching-your-owed-to-settle-report.md)
- [QuickBooks Online: Common issues and fixes](https://help.settle.com/en/articles/6363113-quickbooks-online-common-issues-and-fixes.md)
- [Quickbooks Online: Syncing Partial Bill Payments](https://help.settle.com/en/articles/12679712-quickbooks-online-syncing-partial-bill-payments.md): Learn how Settle automatically keeps your bills in sync when you record partial or full payments in QuickBooks Online \(QBO\).

## Charts & Reports

- [AP aging cashflow chart](https://help.settle.com/en/articles/8887258-ap-aging-cashflow-chart.md)
- [Reports generated for exporting](https://help.settle.com/en/articles/8791968-reports-generated-for-exporting.md)

## Accountants Resources

- [Managing businesses within the Client Portal](https://help.settle.com/en/articles/11102890-managing-businesses-within-the-client-portal.md): Add, manage and review your customer business accounts.
- [Adding and managing firm users within the Client Portal](https://help.settle.com/en/articles/10723284-adding-and-managing-firm-users-within-the-client-portal.md)
- [Assigning user roles within the Client Portal](https://help.settle.com/en/articles/6944385-assigning-user-roles-within-the-client-portal.md)

## General FAQ

- [How can I see bills from a certain vendor?](https://help.settle.com/en/articles/6146142-how-can-i-see-bills-from-a-certain-vendor.md)
- [Preparing 1099s with information from Settle](https://help.settle.com/en/articles/6146097-preparing-1099s-with-information-from-settle.md)
- [Do you have a referral program?](https://help.settle.com/en/articles/6989814-do-you-have-a-referral-program.md)
- [Referral program - terms and conditions](https://help.settle.com/en/articles/7049697-referral-program-terms-and-conditions.md)

## Vendor Resources

- [Getting payments through AR tools](https://help.settle.com/en/articles/6479223-getting-payments-through-ar-tools.md): A quick start guide to setting up an AR account with Settle and accepting payments from brands & merchants.
- [What payment methods can I receive through Settle as a vendor?](https://help.settle.com/en/articles/7036674-what-payment-methods-can-i-receive-through-settle-as-a-vendor.md): Start receiving payments on Settle through a variety of payment options
- [Updating your receiving bank account details](https://help.settle.com/en/articles/6500566-updating-your-receiving-bank-account-details.md): Learn how to change your receiving bank information or link a new account from your Settle account.
- [Creating accounts receivable invoices](https://help.settle.com/en/articles/9741952-creating-accounts-receivable-invoices.md)
- [Getting Paid Online in Order-to-Cash \(O2C\)](https://help.settle.com/en/articles/12768237-getting-paid-online-in-order-to-cash-o2c.md)

## News and Updates

- [June 2026 Release Notes](https://help.settle.com/en/articles/15773542-june-2026-release-notes.md)
- [May 2026 Release Notes](https://help.settle.com/en/articles/15303853-may-2026-release-notes.md)
- [April 2026 Release Notes](https://help.settle.com/en/articles/14844276-april-2026-release-notes.md)
- [March 2026 Release Notes](https://help.settle.com/en/articles/14413671-march-2026-release-notes.md)
- [February 2026 Release Notes](https://help.settle.com/en/articles/13904237-february-2026-release-notes.md)
- [January 2026 Release Notes](https://help.settle.com/en/articles/13571557-january-2026-release-notes.md)
- [December 2025 Release Notes](https://help.settle.com/en/articles/13259251-december-2025-release-notes.md)
- [November 2025 Release Notes](https://help.settle.com/en/articles/12961057-november-2025-release-notes.md)
- [October 2025 Release Notes](https://help.settle.com/en/articles/12711401-october-2025-release-notes.md)
- [September 2025 Release Notes](https://help.settle.com/en/articles/12460306-september-2025-release-notes.md)
- [August 2025 Release Notes](https://help.settle.com/en/articles/12140072-august-2025-release-notes.md)
- [July 2025 Release Notes](https://help.settle.com/en/articles/11931189-july-2025-release-notes.md)
- [June 2025 Release Notes](https://help.settle.com/en/articles/11689341-june-2025-release-notes.md)
- [May 2025 Release Notes](https://help.settle.com/en/articles/11498405-may-2025-release-notes.md)
- [April 2025 Release Notes](https://help.settle.com/en/articles/11172286-april-2025-release-notes.md)
- [March 2025 Release Notes](https://help.settle.com/en/articles/10751669-march-2025-release-notes.md)
- [February 2025 Release Notes](https://help.settle.com/en/articles/10750879-february-2025-release-notes.md)
- [January 2025 Release Notes](https://help.settle.com/en/articles/10702511-january-2025-release-notes.md)
- [December 2024 Release Notes](https://help.settle.com/en/articles/10751461-december-2024-release-notes.md)

## Playbooks from the Field

- [Choosing the right workflow](https://help.settle.com/en/articles/11164683-choosing-the-right-workflow.md)
- [Using purchase orders to procure finished goods](https://help.settle.com/en/articles/11163636-using-purchase-orders-to-procure-finished-goods.md)
- [Using work orders to assemble raw materials for shipments of finished goods](https://help.settle.com/en/articles/11164625-using-work-orders-to-assemble-raw-materials-for-shipments-of-finished-goods.md)
- [Automating daily COGS posting to QuickBooks Online with A2X + Settle](https://help.settle.com/en/articles/11179594-automating-daily-cogs-posting-to-quickbooks-online-with-a2x-settle.md)
- [Migration playbook: Moving from Bill.com to Settle](https://help.settle.com/en/articles/12640134-migration-playbook-moving-from-bill-com-to-settle.md)