Why is my customer still "Pending Enrollment" and what does this mean?

Once you "Enroll" a customer, the customer will stay in "pending Enrollment" status until they accept our T&Cs - then their account becomes active, and you are able to receive advances on their invoices.

There are two ways for customers to complete enrollment for their status to be flipped to "Enrolled":

1. Send them their first invoice. This will trigger an email notification sent to your customer, prompting them to accept our T&Cs, which once accepted, flips their status to "Enrolled", and send you the advanced amount on their first invoice.
2. Send them their enrollment link. 

If you have already sent your customer their first invoice and are expecting an advance, please encourage your customers to complete the enrollment process by sending them their enrollment link.

To find a customer's Enrollment Link:

Navigate to your customers in your Resolve dashboard.

Click the ••• to the right of their name.

Then click "Copy enrollment link" - the link is now copied which you can then paste into an email and forward to your customer.

Resolve is unable to provide advances on invoices for customers that are in "Pending Enrollment" status. You are able to use the Resolve platform to send and receive invoices that are non-advanced and the customer can use the platform to pay non-advanced invoices.

Quick Links:

What invoice options does Resolve support?

Archiving records

Customize net terms for customers

Request Credit Line Reinstatements