Katya Oringer
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Activity overview
Latest activity by Katya Oringer-
Katya Oringer created an article,
My customer sent funds to Resolve instead of sending it to me
In some cases, your customers will send payments to Resolve for invoices that were not uploaded to the Resolve system. The best way for you to receive this payment is by uploading an invoice withou...
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Katya Oringer created an article,
How does Resolve integrate with QuickBooks Desktop?
Why should I sync my QuickBooks Desktop with Resolve? Syncing QuickBooks Desktop with Resolve saves you time by eliminating the need to add invoices and customers manually. It also provides Resolve...
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Katya Oringer created an article,
Which invoices are eligible for Advance Pay?
Resolve currently accepts invoices where: The customer is a business based in the United States The customer has been approved by Resolve for an advance and has available credit The...
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Katya Oringer created an article,
Request Credit Line Reinstatements
Request a reinstatement from your Resolve dashboard You can now submit a reinstatement request using the "Reinstate credit line" option found in the kebab menu on the Customers page, or the Acti...
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Katya Oringer created an article,
Credit Bureau Reporting
What is credit bureau reporting? Resolve reports invoice payment history to a major credit bureau to help build your customers' business credit. Credit bureaus rely on businesses to share credit...
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Katya Oringer created an article,
What do I need to know about white label invoicing with Resolve?
Here is everything you need to know about white label invoices at Resolve, which will be activated for all Resolve merchants with the December 10, 2020, release of Simplified Buyer Onboarding to a...
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Katya Oringer created an article,
Simplified Buyer Onboarding FAQ
What is Simplified Buyer Onboarding? Simplified Buyer Onboarding is a new experience for your buyers using Resolve. It allows you to onboard new customers and get all the benefits of selling to ...
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Katya Oringer created an article,
Update customer Information
You can update your existing customers' information using your Dashboard. The different types of information you can update directly through your Dashboard are as follows: Business Name ...
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Katya Oringer created an article,
Customize net terms for customers
If you offer different net terms to specific customers, you can save these settings in Resolve. In doing so, invoices will default to the customer's net terms rather than your merchant account's s...
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Katya Oringer created an article,
Changing account owner
When the person who set up Resolve leaves your company or is no longer managing the Resolve account, you'll want to switch account owners. Account owners are responsible for billing and team manag...