Getting started
- Financial Accounts and Uploading Bank Statements
- Merchant Onboarding FAQ
- Advance Pay overview
- Maximum Advance Limits Overview
- How are MDR fees calculated?
- Waiting period for first payouts on Resolve
Invoicing
- Shipment Verification Policy and FAQs
- Shipment Tracking and Visibility
- Expanding Your Reach with Resolve: Invoicing Customers in Canada, the UK, and the EU
- Allow your customers to extend the due date on their invoices
- How to edit uploaded invoices
- How are late fees assessed?
Managing customers
- How to setup a parent/child relationship between 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
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
- Same-Day Payouts: Get Your Funds Faster (Beta)
- Payment Chasing and Collections Process
- My customer sent a payment but I do not see this reflecting their account.
- 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
Bookkeeping and Integrations
- Merging Customer or Invoice Records
- Auto Bookkeeping for QuickBooks Online
- How do we use Plaid?
- Auto Bookkeeping for NetSuite
- How does Resolve integrate with NetSuite?
- Bookkeeping with Resolve