How fast can a new customer be invoiced?

The same day. Settle configures payment methods, approval routing, and workflow cadence in one setup, so the first invoice goes out clean.

Do I need to set up multiple tools per customer?

No. Settle configures payment methods, approvals, portal access, and follow-up rules in one path instead of four tools.

Can payment methods be set per customer?

Yes. Settle configures regional and preferred methods — UPI, ACH, card, wire — per account, so the first invoice shows the right options.

Settle

Onboard a new customer

Send the first invoice the same day. Without a manual playbook.

Settle handles the setup that turns a new client into a paying account — payment methods, approval routing, workflow cadence, portal access. The first invoice goes out clean. The workflow takes over from there.

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Two days of setup before the first invoice.

Setting up a new client takes two days of configuration across four different tools.

First invoice always has errors because we miss something in setup.

Payment methods aren't right for the customer, so they delay the first payment.

Approvals for new accounts aren't routed cleanly — first invoices sit waiting.

First invoice out the same day.

First invoice the same day.

Settle handles all the setup in one workflow. New account in, configuration done, first invoice out — same day, no follow-up calls.

Approval routing set before the invoice exists.

Settle routes the right reviewer to the right amount, configured at onboarding. The first invoice flows through approval as cleanly as the hundredth.

Payment methods that match the customer.

Settle sets regional methods, preferred channels, and per-account visibility once, at setup. The customer sees what's relevant on their first invoice.

Workflow runtime takes over from the first invoice.

Pre-due nudges, post-due reminders, escalations — fire on the new account just like every existing one. No manual hand-holding.

Everything a new account needs, in one setup.

Set up new accounts in a single workflow

Customer details, contact, billing defaults, payment methods, approval routing — one path, not four tools.

Configure payment methods per customer

Regional (UPI for India, ACH for US), preferred channels, visibility. The right options appear on the right invoices.

Route approvals by customer or amount

Different reviewers for different account tiers or invoice sizes. Configured once, runs forever.

Set workflow cadences per customer segment

Enterprise gets gentler chasing, mid-market gets standard, SMB gets firmer. Per-segment without per-account setup.

Give the customer portal access from day one

Portal invite goes out with the first invoice. Self-serve from the start. No "can you resend?" emails.

Track customer activity from the first invoice onward

Payment performance, dispute patterns, response time — recorded from day one. The trend line starts on the right foot.

Questions, answered

Bill the new account the day you win it.

Start free in minutes, no credit card. Or grab 15 minutes and we'll run it on your own invoices.

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