Frequently Asked Questions

Common questions and answers about SettleWise.

General

How do I get started?

See our Quick Start Guide for step-by-step instructions.

What languages are supported?

SettleWise supports English and Spanish (Argentinian dialect).

Do I need QuickBooks?

QuickBooks is optional but recommended for accounting integration.

Invoices

How do I create an invoice?

See Create and Send an Invoice for detailed instructions.

Can I edit invoices after sending?

Yes, you can edit invoices before they are paid. See Invoices Feature for details.

Payments

How do I record a payment?

See Record a Payment for step-by-step instructions.

Can I record partial payments?

Yes, partial payments are supported. The invoice balance updates automatically.

Credits

What is a credit memo?

A credit memo records value owed to a customer. See Credits & Credit Memos for details.

How do I rollover a deposit?

See Rollover Credit to Next Season for instructions.

AI Assistant

How do I use the AI Assistant?

See AI Assistant Overview for an introduction.

What languages does the assistant understand?

The assistant understands both English and Spanish.

QuickBooks

How do I connect QuickBooks?

See QuickBooks Connection for setup instructions.

What syncs to QuickBooks?

Customers, invoices, payments, and credit memos sync automatically. See QuickBooks Integration for details.

Glossary - Key terms and definitions

FAQ