Quote, invoice,
collect, follow up.
Send a quote. When it's approved, turn it into an invoice instantly. Collect by card, ACH, Apple Pay, or Google Pay. Reminders, recurring schedules, and multi-currency, all in one place.
Invoice
INV-1042
Converted from quote QU-038
Design sprint · 12h
$1,800
Brand kit deliverable
$650
Revisions · 2h
$300
Total · USD
$2,750
Three document types
Quote, invoice, or payment request.
Pick the shape that matches the moment.
Quote
Propose the work.
Send a price proposal. Convert to an invoice when the client says yes.
Invoice
Bill for completed work.
Itemized line items and totals. Track from sent to paid.
Payment request
Ask for a one-off payment.
A deposit, a retainer top-up, a simple ask. No line items needed.
Quotes
A quote becomes an invoice in one click.
Send a quote. The client accepts. Settle turns it into an invoice with the same line items and amount. No re-typing.
Quote QU-038
Design sprint · 12h
$1,800
Brand kit deliverable
$650
Revisions · 2h
$300
Total
$2,750
Invoice INV-1042
NewSame line items, transferred
—
Compose
Type a sentence. Settle drafts the invoice.
Type Bill Acme 12h at $150 plus $200 design fee. Settle parses it into a complete invoice with line items, ready to send.
New invoice
You type
Bill Acme 12h at $150 plus $200 design fee
Settle drafts
12h × $150
$1,800
Design fee
$200
Total
$2,000
Mixed billing
Hourly and flat-fee on the same invoice.
Mix billable hours with flat-fee retainer lines on one invoice. Itemized for the client, totaled for you. No second tool, no second invoice.
Invoice · January retainer
Billable hours
Strategy session · 2h
$400
Implementation · 6h
$1,200
Review · 1.5h
$300
Retainer
Monthly advisory retainer
$2,500
Total · USD
$4,400
Recurring
Schedules that send themselves.
Set the cadence once. Settle drafts and sends the invoice every cycle. Auto-send for trusted clients, hold-for-review for the rest.
Acme Studios · Monthly retainer
$2,500 · auto-send · 1st of month
Jan 1
Sent
Feb 1
Sent
Mar 1
Sent
Apr 1
Scheduled
May 1
Upcoming
After the invoice
One invoice. Every state, tracked.
Drafted
Sat 9:14 AM
From a quote, a sentence, or a recurring schedule.
Sent
Sat 9:15 AM
Email goes out. Settle starts tracking the response.
Viewed
Sun 11:48 AM
Client opens the invoice in Settle. Cash Pulse updates.
Reminder
Day 14
Settle sends the reminder in the tone you chose.
Paid
Day 16
Funds in your bank. Status closes.
Get paid
Card, ACH, Apple Pay, Google Pay. 20+ currencies.
Stripe processes online payments and settles to your bank in two business days. Record wire, check, and Zelle when they settle. Bill in 20+ currencies, each invoice sent and tracked in the currency you choose.
Processed by Stripe
Auto-trackedRecorded manually
When settledBill in 20+ currencies
USD · EUR · GBP · CAD · AUD · INR · MXN · BRL · AED · JPY · CHF · +9
Brand
A payment page that looks like yours.
Your logo on every invoice on the free plan. Custom colors and theme on paid plans. Clients pay on a Settle-hosted page that carries your brand, not a generic payment URL.
Acme Studios
getsettle.ai/pay/...
Amount due
$2,750.00
Invoice INV-1042 · Due in 14 days
Secured by Stripe · Card, ACH, Apple Pay, Google Pay
Client intelligence
Your clients get smarter. You add nothing.
Every invoice you send, every payment that lands, every quote you draft updates the client record. Total billed, average days to pay, dispute history, currency mix. A CRM makes you log activity to get insight. Settle gives you the insight because the activity is the work.
Acme Studios
Client since March 2024 · 12 invoices
Total paid
$48,200
Avg days to pay
4 days
Outstanding
$2,750
Quote acceptance
5 of 6 accepted
Average time to accept: 1.4 days
Recent activity
No CRM logging required. Derived from invoices and payments.
Connected to the rest of Settle
Invoicing is one of five products inside Settle.
Send your first invoice today.
Sign up free. See how the whole platform connects.
Common questions
Quick answers.
- What does Settle Invoicing do?
- Quote a client, turn the quote into an invoice, get paid, and chase down what's late. All in one place. You're not jumping between a quote tool, an invoice template in Word, and a separate way to take payment.
- Today my invoices live in a spreadsheet. What changes?
- Instead of tracking who paid in a row, your invoices and payments live in Settle. You see what's outstanding without filtering. Reminders happen automatically. And if you've got past invoices in a spreadsheet today, drop the file in and Settle will import the history.
- How do my clients pay?
- Every invoice carries a Pay button. Clients can pay by card, ACH, Apple Pay, or Google Pay, depending on what's available where they are. The money lands in your bank account on Stripe's standard timeline.
- How do I sign in? Is there a password?
- No password. We email you a sign-in link. Tap it, you're in. Nothing to remember, nothing to reset, nothing to lose.
- Can my invoices carry my logo and branding?
- Yes. Upload your logo on the free plan and it shows up on every invoice you send. Paid plans add custom colors and theme. The page your clients pay on carries your brand, not ours.
- Can I send recurring invoices?
- Yes. Set the schedule once, pick the client, the amount, and the day of the month. Settle sends it every cycle. Auto-send for clients you trust. Hold-for-review for the ones you don't.
- Does Settle do automatic reminders?
- Yes. Gentle before the due date, firmer after. You set the tone, you edit the words if you want, and the reminders go out until the invoice is paid or you stop them.
- Can I bill in different currencies?
- Yes. Twenty-plus currencies including USD, EUR, GBP, INR, BRL, JPY. You pick the currency per invoice. Each one stays in its original currency end to end. We don't convert anything for you.
- Do I need accounting software too?
- No. Settle handles the work of sending invoices, getting paid, and tracking what's still owed. If your accountant wants the numbers in QuickBooks or Xero at tax time, you can export to them. Settle isn't trying to replace your accountant. It's trying to replace the spreadsheet and the four tools that came before them.