I invoice with Resolve

Getting started

• Merchant Onboarding FAQ
• Advance Pay overview
• Enrolling customers in Resolve FAQ
• Common tasks in the new Resolve dashboard
• For Marketing teams

Invoicing

• Extend terms on non-advanced invoices
• Adjust advance rates invoice-by-invoice
• How to void a credit note
• How to issue a credit note
• Resolve now supports all invoicing
• Advance Pay FAQ

See all 13 articles

Managing customers

• Why is my customer's account on a credit hold? And how do we remove the credit hold?
• For customer-facing teams
• Simplified Buyer Onboarding FAQ
• Customize net terms for customers
• Update customer Information
• Why is my customer still "Pending Enrollment" and what does this mean?

See all 7 articles

Credit lines and assessments

• Request Advance Rate Adjustment
• Request Credit Line Adjustment
• Credit Assessments FAQ
• Finalizing credit decisions
• Request Credit Line Reinstatements

Payments

• Resolve Payment Portal FAQ
• How can I confirm if my customer has paid their invoice?
• My customer sent funds to Resolve instead of sending it to me
• What happens if a buyer sent us a payment?

Bookkeeping and Integrations

• Auto Bookkeeping for QuickBooks Online
• How do we use Plaid?
• Auto Bookkeeping for NetSuite
• How does Resolve integrate with NetSuite?
• How does Resolve integrate with Xero?
• Bookkeeping with Resolve

See all 9 articles

Account administration

• Changing account owner
• Adding team members