Resolve Bot
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Activity overview
Latest activity by Resolve Bot-
Resolve Bot created an article,
How to invite your customer as a user
You can invite your customer to make a Resolve dashboard account by using the Customers table, or going into that customer's page.Click into the kebab menu, actions dropdown, or go to the customer'...
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Resolve Bot created an article,
How to bypass enrollment for your customers: Start sending advanced invoices without customer action
There may be several reasons why your customers are having trouble —or simply can't— enroll with Resolve. Maybe they're restricted by their internal policies, or are struggling with change manageme...
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Resolve Bot created an article,
How to add and sign a personal guarantee in the accounts payable dashboard
Overview This feature allows customers to add business owners, complete a soft credit check, and sign a Personal Guarantee directly from the Resolve Buyer Dashboard. Step-by-Step Guide Accessing t...
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Resolve Bot created an article,
Buyer Flexible Payments in Checkout
Overview The Flexible Payments in Checkout feature allows your buyers to extend due dates or opt for installment payments directly at checkout. This feature is designed to enhance buyer satisfactio...
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Resolve Bot created an article,
Merchant Dashboard Overview Page
Summary The Overview page in your Resolve dashboard will show you important actions pending completion. The page displays different actions as your relationship with Resolve progresses - evaluating...
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Resolve Bot created an article,
Requesting Additional Data from Customers
Resolve's underwriting team may request additional financial information when performing a credit check on your customers' applications. This is most often in the form of collecting banking data vi...
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Resolve Bot created an article,
Financial Accounts and Uploading Bank Statements
SummaryResolve uses insight into your financial health in order to assign you the highest maximum advance limit possible. We recommend linking your bank accounts directly via our Plaid integration;...
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Resolve Bot created an article,
How to setup a parent/child relationship between customers?
Why would I set a parent/child relationship between customers? The parent/child relationship - or known as sub-customer relationship - between customers may be required to consolidate credit lines ...
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Resolve Bot created an article,
Expanding Your Reach with Resolve: Invoicing Customers in Canada, the UK, and the EU
Overview We are excited to announce a new feature that expands your invoicing capabilities beyond the USA. You can now invoice customers located in Canada, the UK, and the European Union (EU), help...
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Resolve Bot created an article,
Allow your customers to extend the due date on their invoices
Give your customers added flexibility to extend the due date on their qualifying invoices. This provides customers with multiple flexible payment options: Net 30 invoices can be extended by 30 or ...