Getting started
Invoicing
- Request to extend terms on advance pay invoices
- Waive late fees on non-advanced invoices
- What to do when my customer doesn't have enough credit for an advanced invoice?
- "Void invoice" Functionality and FAQs
- Applying a credit note balance to an open invoice
- Extend terms on non-advanced invoices
Managing customers
- Why is my customer in "Pending Enrollment" and what does this mean?
- 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
Credit lines and assessments
- How to submit a manual credit application for my customer?
- Can I request a re-evaluation for a declined customer?
- Uploading additional documents for a credit check
- Request Advance Rate Adjustment
- Request Credit Line Adjustment
- Credit Assessments FAQ
Payments
Bookkeeping and Integrations
- Merging Customer or Invoice Records
- Auto Bookkeeping for QuickBooks Online
- Auto Bookkeeping for NetSuite
- How does Resolve integrate with NetSuite?
- How does Resolve integrate with Xero?
- Bookkeeping with Resolve