Katya Oringer
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Recent activity by Katya Oringer-
Which invoices are eligible for Advance Pay?
Resolve provides advances for eligible invoices where: The customer is a business based in the United States The customer was approved by Resolve for Advance Pay and has available credit The cust...
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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...
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Resolve Payment Portal FAQ
What is Resolve Payment Portal?Resolve Payment Portal is a new way to get paid on your invoices--whether you take an advance on them with Resolve or not. How do my customers access the Payme...
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Adding and removing team members
Who should I invite to my account? You'll want to invite anyone who submits invoices or reconcile payments. Typically, this will be your sales/support and accounting team. Who has permission to ...
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Bookkeeping with Resolve
If you are utilizing Advance Pay where you receive an early payment from Resolve, the journal entries are similar to issuing an invoice and accepting multiple payments on it. Create the invoi...
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For customer-facing teams
This guide helps you field common customer inquiries about Resolve payment terms. Please refer to these Resolve-approved responses to give your customers the most accurate information about Reso...
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Merchant Onboarding FAQ
How do I get started using Resolve? The best way to get started using Resolve is to walkthrough our guided merchant onboarding in the merchant dashboard. This will help you: Add y...
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Advance Pay overview
Resolve Advance Pay allows you to accelerate payments on net terms, so that you can unlock trapped working capital, invest in your business, and reduce risk . Furthermore, win more sales by maximi...
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Archiving records
What does archiving do?Archiving hides customer and invoice records from your day-to-day workflows in Resolve. When a customer is archived, all of their invoices are archived as well. Users cannot...
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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...