Help Center

Step-by-step guides to get the most out of SettleDue.

Getting started

Create your account Sign up and start the 14-day free trial.
Set up your business profile Add your logo, business name, and contact details.
Add your first client Create a client record and add contacts.

Core workflow

Track time Log hours by client and task.
Track expenses Record costs and attach them to clients.
Create an invoice Build an invoice from scratch or from tracked time.
Send an invoice Email a PDF to your client.
Record payments Log payments and track balances.
Create estimates Quote a project and convert it to an invoice.
See your reports Payment, timesheet, and expense reports.

Advanced features

Invoice branding and templates Choose a theme and add your logo to invoices.
Recurring invoices Automatically create invoices on a schedule.
Client portal Share an online invoice link with your client.
Payment reminders Automatic emails for overdue invoices.
Email tracking See when a client opens your invoice email.
Import data from CSV Bring in clients, expenses, and timesheets.
Export your data Download CSV files of your records.

Account and billing

Delete your account Remove your account and all data.
Get help Contact support by email.

Need help with something else?

Send us an email and we will get back to you.