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

• How to issue a credit note
• Resolve now supports all invoicing
• Advance Pay FAQ
• What invoice options does Resolve support?
• How do I manually upload an invoice?
• Which invoices are eligible for Advance Pay?

See all 10 articles

Managing customers

• 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?
• Credit Bureau Reporting

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

• How does Resolve integrate with NetSuite?
• How does Resolve integrate with Xero?
• Bookkeeping with Resolve
• Archiving records
• How does Resolve integrate with QuickBooks Online?
• Auto Bookkeeping for QuickBooks Online

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Account administration

• Changing account owner
• Adding team members