Step-by-Step Guide

    How to Use LetterSettle

    From invoice upload to sending your letter—get set up and send your first payment reminder letter in just a few minutes.

    01

    Sign Up & Create Your Account

    ~2-3 minutes

    Create your account and set up your business profile.

    What You'll Do:

    • Sign up with your email address
    • Add your business details and logo
    • Verify your email to activate your account
    • Get instant access to your dashboard

    Pro Tip:

    💡 Add your logo early so it's ready to appear on your letters

    02

    Upload Your Unpaid Invoice

    ~30 seconds

    Add your invoice using any of our convenient methods.

    What You'll Do:

    • Take a photo with your phone's camera (OCR auto-extracts details)
    • Upload PDF, JPG, or PNG files from your device
    • Forward invoice emails to your secure LetterSettle address
    • Manually enter invoice details if preferred

    Pro Tip:

    💡 Our OCR works best with clear, well-lit photos. Include company logos when possible.

    03

    Choose Letter Type & Send

    ~1 minute

    Select the appropriate reminder letter stage and delivery method.

    What You'll Do:

    • Choose from 3 stages: Reminder, Firm Notice, or Final Notice
    • Delivery: email (included)
    • Customize with your company branding and logo
    • Review and send with one click

    Pro Tip:

    💡 Start with a gentle reminder for first-time late payers, and escalate only if needed.

    04

    Track Progress

    ~Ongoing

    Monitor delivery status for each letter you send.

    What You'll Do:

    • Track email delivery status
    • Add payment links for easy customer payments
    • Keep a record of letters sent per customer
    • Escalate to a further letter stage if the balance remains unpaid

    Pro Tip:

    💡 Keep a consistent record of every letter sent in case you need it later.

    Ready to Get Started?

    Create your account and send your first professional payment reminder letter today.