Settle is a trusted provider of powerful and secure payment products. A verified part of the Intuit ecosystem, Cin7 Core now allows QuickBooks Online merchants to pay their supplier invoices via Settle’s secure payment gateway.
Pay with Settle revolutionizes vendor payments by seamlessly integrating within Cin7 Core's platform. Now, users can trigger bill payments without ever leaving their workflow, streamlining operations like never before. With Pay with Settle, Cin7 Core users gain access to advanced AP automation tools and Settle Working Capital for optimized cash efficiency. Financial transactions are simplified and SMB consumer brands receive stronger connectivity.
No additional user action is required to integrate your organization with Settle, this functionality is available automatically for Cin7 Core users integrated with QuickBooks Online USA. This does not require an additional external integration in Cin7 Core.
Prerequisites:
- Currently only available for QuickBooks Online USA customers
Pay a supplier invoice with Settle
After processing the purchase to the invoice stage, merchants can now use Settle to pay their supplier invoices. Supplier invoices must be:
- Authorized in Cin7 Core AND
- Synced to QuickBooks
When these conditions are met, the option to Pay with Settle will be enabled with the other supplier invoice payment options. If you see this option disabled, check your sync history to make sure that the supplier invoice has not failed to sync to QuickBooks and manually sync again if required.
Clicking Pay with Settle will redirect the user to Settle (you may need to log in or sign up). The rest of the payment workflow is completed in Settle, then the payment is synced back to QuickBooks and Cin7 Core. This does not require an additional external integration in Cin7 Core.
Undo or void a supplier invoice with Settle payment
Making a payment in Settle will disable making further non-Settle payments on this invoice from Cin7 Core, as well as disable undoing or voiding the purchase from Cin7 Core.