Guides

Learn SettleMe, start to finish

Short, practical guides for sending your first invoice, automating the chasing and getting paid faster. Every guide lives in our Help center.

Getting started

Set up your workspace, brand your first invoice and send it in minutes.

Build invoices, master the designer and turn approved estimates into invoices.

Get paid through the client portal, handle multi-currency and reconcile receipts.

Build a dunning ladder so late payers are chased politely, automatically.

Organise your directory, track balances and read the receivables aging.

Manage seats and roles, switch plans and keep your workspace secure.

Search every article in the Help center, or start free and learn as you go.