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Recent activity by Resolve Bot-
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...
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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...
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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 ...
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Auto Bookkeeping for QuickBooks Online
What is Auto Bookkeeping? Auto Bookkeeping automatically helps you reconcile Resolve payouts with your QuickBooks Online accounting system. This is an optional feature you can enable to save ...