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Recent activity by Resolve Bot-
Bulk Add and Send Invoices (From Dashboard)
Bulk Add and Send InvoicesUpload up to 80 invoice PDFs at once, let Resolve auto-fill the details, then review and send them in a single action — all from the Merchant Dashboard.Tip: Already adding...
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Paying with Resolve Net Terms on Amazon Business
Resolve Net Terms lets you pay for your Amazon Business purchases on 30-day terms using a Resolve-issued virtual card. This article walks through how to apply, get your card, use it at checkout on ...
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Setting Up Credit Card Processing for your Customers
Resolve has partnered with Finix to provide faster, more affordable credit card processing for your business. This guide walks you through setting up Finix as your credit card processor.How to Set ...
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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 ...