What to do when my customer doesn't have enough credit for an advanced invoice?

There might be situations where your customer's available credit isn't sufficient to accommodate an advance payment. In this article, we'll explore your options for handling this scenario effectively.

Request a Credit Line Increase

• Log in to your Resolve dashboard.
• Navigate to the Customer who you are looking to invoice. 
• In the "Kebab Menu" on the "Customer Details" page, select "Adjust credit line."
  
• A pop-up modal will appear, allowing you to input your requested credit line amount.
• Confirmation and Review:
  • Confirm your request through the modal.
  • Resolve's credit team will automatically receive the request and review your customer's account within 1-2 business days, at which point you will receive an email notification regarding the credit line adjustment decision.

More detailed instructions can be found here: Request Credit Line Adjustment

Request Credit Line Reinstatement

• Log in to your Resolve dashboard.
• Navigate to the Customer who you are looking to invoice. 
• In the "Kebab Menu" on the "Customer Details" page, select "Reinstate Credit Line"
• A pop-up modal will appear, prompting you to confirm your reinstatement request.
• Confirmation and review:
  • Once confirmed, your request will automatically trigger a notification to our team.
  • Our team will review your customer's account within 1 business day, at which point you will receive an email notification regarding the reinstatement decision.

More detailed instructions can be found here: Request Credit Line Reinstatements

Send an Invoice on Terms Without an Advance

• Log in to your Resolve dashboard.
• Navigate to the Customer who you are looking to invoice. 
• Click on the "+Add invoice" button.
• Select the option "Do not receive an advance on this invoice."
• Under "Terms options," choose the appropriate terms for your invoice.
• Click "Review and Send" to proceed.
• On the review page, you can check invoice details, view the uploaded invoice, and preview the email that will be sent to your customer.
• Click "Send invoice" in the top right corner to send the invoice to your customer.

Quick links:

What invoice options does Resolve support?

Why is my customer's account on a credit hold? And how do we remove the credit hold?

Request Credit Line Adjustment

Request Credit Line Reinstatements