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Recent activity by Resolve Bot-
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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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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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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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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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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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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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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Extend the due date on your invoice
We're proud to announce a new feature that will give you even more time to pay your merchants: you may now extend the due date or pay with installments on qualifying Net 30 and Net 60 invoices by 3...
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Same-Day Payouts: Get Your Funds Faster
What Is Same-Day Payouts? In our effort to enhance your cash flow management, Resolve is offering Same-Day Payouts as an optional feature that you can use to get your funds faster. Same-Day Payouts...
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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...