Product Team

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Activity overview

Latest activity by Product Team
  • Product Team created an article,

    Apply Credit Notes to Open Invoices

    Apply open credits on your account to invoices using the instructions below: 1. Log in to the Customer Portal provided by Resolve Click here to access the login page Don't have an account? Reach ...

  • Product Team created an article,

    Request to extend terms on advance pay invoices

    How do I request a terms extension on an advance pay invoice? You can now submit a request to extend terms on advance pay invoices by using the "Request terms extension" option found in the kebab ...

  • Product Team created an article,

    Waive late fees on non-advanced invoices

    How do I waive late fees on a non-advanced invoice? Resolve allows you to waive late fees on non-advanced invoices. To do so: Find the non-advanced invoice you want to waive late fees for within y...

  • Product Team created an article,

    Enrolling customers in Resolve FAQ

    What does it mean to enroll a customer? Once you have submitted a customer for credit checking and a credit decision is made, if they are approved for "Advance Pay", they will stay in the "Pendi...

  • Product Team created an article,

    Why is my customer in "Pending Enrollment" and what does this mean?

    For pre-approval credit submissions, once a credit decision is made and a customer is approved for "Advance Pay", they will stay in the "Pending enrollment" section until they agree to The Net Term...

  • Product Team created an article,

    Merging Customer or Invoice Records

    When and why would I merge records within Resolve?   If you are utilizing one of Resolve's multiple integrations options and connected with an external source accounting platform, you might fin...

  • Product Team created an article,

    "Void invoice" Functionality and FAQs

    How to use "Void invoice" functionality Voiding an invoice is only available for invoices in certain states (see FAQ section below for detailed breakdown). When an invoice is eligible to be voided,...

  • Product Team created an article,

    Uploading additional documents for a credit check

    In the event that you need to upload additional documentation as part of Resolve's credit check process, you are able to upload the documents directly from Resolve's dashboard.   Where can I upload...

  • Product Team created an article,

    Applying a credit note balance to an open invoice

    Resolve allows you to apply a customer's credit note balance to their open invoices.  When you apply a credit note balance to a customer's invoice, we notify them of this action via email.  How to ...

  • Product Team created an article,

    Account User Roles

    Resolve offers 4 different types of user roles with varying levels of dashboard permissions access to help support different functional roles and use cases within your company organization.  What ...