Can an invoice be changed from non-advanced to advanced?

There is no way to change a non-advanced invoice to an advanced invoice.

However, you can issue a credit note for a non-advanced invoice and re-upload the same with an advance. Please follow these instructions on how to issue a credit note.

Once a credit note is issued on the non-advance invoice, re-upload the invoice as advanced, select the net terms, and hit "Review and Send."

Please note that the "Receive an advance on this invoice" option must be available (i.e. - not greyed out) in order for you to receive an advance on an invoice.

There may be a few reasons why this option is unavailable:

1. The customer has exhausted their available credit line
2. The customer has unpaid invoices that are 15+ days past due, putting their available credit line on hold
3. The customer is "Pending Enrollment"
   1. If this is the case, please send the customer their enrollment link and encourage them to complete the enrollment process 
4. For other reasons as decided by Resolve's credit team, the customer may be placed on a Credit Hold
5. The customer was never sent to be credit checked by Resolve

Please reach out to us at accounts@resolvepay.com with your questions should you be expecting to receive an advance on an invoice and are unable to.