Changelog
Follow up on the latest improvements and updates.
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We've released a new feature that allow you to offer customers flexible payment options -- by paying net terms invoices via installments. This helps strengthen relationships with your customers, and help them avoid late fees or impacts to their credit.
How does it work?
When you enable this feature, any buyer in good standing will receive offers to extend their payment due date -- either by 30 days or via installments.
Installment Payment Options:
Customers can pay via monthly or bi-weekly installments over 30 or 60 days on eligible net 30 invoices.
Key Considerations:
- Enabling extensions may delay payouts for invoices with an advance rate less than 100%.
- Customers must be in good standing (no overdue invoices) and the feature must be enabled by the merchant in Settings.
- Payouts for partial advance invoices will be issued when the customer pays, or gradually if they opt for installments.
How to Enable:
Go to Settings > Customer Settings in the dashboard and toggle “Enable Payment Extensions”. Reach out to your Customer Success Manager for help.
Hi! We've built new functionality that will reduce manual back-and-forth for when our underwriting team requests additional financial information from your customers submitted as pre-approval applications. The new improvements should eliminate manual work, speed up time to a credit decision, and continue to give you control over your customer relationships. Details below:
- There is a new required question when submitting a pre-approval application from the Resolve dashboard: “Can Resolve contact this customer directly if additional financial documentation is required?”
- The Resolve underwriting team will trigger an automatic email when they need additional financial information in order to make a credit decision. If you answered "Yes" to the above question, the email will be sent directly to your customer. If you answered "No" to the above question, the email will be sent to you, which will give you the option to send an automated request to your customer directly from your Resolve dashboard.
- Anytime the Resolve team requests you to reach out to your customer for more information, we will identify those pending requests in the "In credit review" tab in your Resolve dashboard. From there you will be able to click "Request additional data" and send the automated email shown above. Alternatively, if you do not wish your customer to provide additional information you can decline our request.
You can now save time by easily bulk archiving your customers and invoices directly from your merchant dashboard. With this new feature, simply select multiple customers or invoices using the checkboxes on the left and archive them in a single action. This feature makes it easier to keep your account current and get rid of irrelevant records.
How it works:
- Navigate to the Customers or Invoices page
- Select the entries you would like to archive with the multi-select on the left
- Use the "Bulk actions" menu to confirm your selection
Important notes:
- Ensure any open balances are closed before archiving a customer or invoice. You are not able to archive records with associated open balances.
- Archived customers and invoices are still accessible and can be viewed by applying the “Archived” filter in the filters menu.
Hi! We are excited to announce a new feature included in our product - shipment tracking and visibility! Anytime you include shipping details with your invoices, we will share that information with your customers and include real-time status updates when possible.
Where can my customers see the shipping details?
- The invoice PDF file sent to your customers via email (includes tracking number and courier)
- Invoice emails sent to your customers (includes tracking number and courier)
- Your customers' Resolve dashboard (includes tracking number, courier, estimated delivery date, shipping status, and a link to the courier's tracking website)
Where can I see the shipping details I have added to my invoices?
- A new Shippingtab has been added to the Invoices page in the Resolve Dashboard where you can see the tracking number, courier, and real-time status updates.
- Additionally, you can add, edit, and delete shipping information from invoices that have already been sent from the same tab
Have questions? Refer to this Help Article or reach out to one of our team members and we will be happy to assist you.
Hi! We recently replaced our "Banking" tab in your Settings page with a "Financial Accounts" tab. The new tab layout improves the organization of the various bank and financial accounts you use in conjunction with Resolve:
- Financial accounts provided for our underwriting and risk analysis purposes will be managed from the "Financial accounts" tab (linking via Plaid or uploading bank statements)
- Bank accounts used for Resolve payouts and billing will be managed from the "Billing" tab
Manually adding financial accounts
We have released new functionality to streamline the collecting of bank statements required by our Risk team. We recommend linking your bank accounts directly via Plaid; however, if you are unable to do so,
you can now manually add information about your financial accounts and upload the latest bank statement each month
. You will find this option in the "Financial accounts" tab.In order to add your financial accounts manually and upload bank statements, check out our step-by-step instructions in this Help Center article.
Within the
Insights
tab (Actions
menu), you can now create an AR Aging Report
for your account. The report will be delivered to the email provided. 
AR Aging Reports list all of your buyers who have outstanding balances - conveniently grouped by advanced balances and non-advanced balances. You'll be able to see how their balances are doing - with columns representing their aging status (current / not overdue, 1-15 days past due, 16-30 days past due.. etc., and a total balance outstanding).
When the Resolve team contacts one of your customers regarding an outstanding invoice, you now get an up-to-date view of any relevant activity directly in your dashboard.
These updates can include details about payment in transit or expected payment timelines, among other things.
Collections Notes will appear automatically in the
Invoice activity
section when viewing the details of a specific invoice. These notes will appear automatically when our team has any important information to make you aware of. Give your customers added flexibility to
extend the due date on their qualifying Net 30 and Net 60 invoices by 30 days
. Avoid any friction with your customer relationships, and help them avoid late fees or impact on their business credit due to late payment by enabling the option to allow due date extensions. For qualified invoices, an "Extend due date" option will appear in the following places:
- The initial invoice notification email, and the reminder one day before the invoice is due
- The weekly and monthly statements will show which emails qualify for net terms extensions
- The Invoices page of your dashboard will show an 'Extend due date' button next to qualifying invoices
Check out the help article to learn more.
Hi! We've recently updated our payment remittance details for all
check
and bank transfer
payments. These changes affect all your customers that pay using Resolve.What does this mean for your customers?
Your customers will receive an email from Resolve informing them of the changes and with instructions on where to find the new remittance details.
Resolve will continue to support any check and bank transfer payments sent to our previous remittance details while the transition to the new details is in progress. Any payments your customers currently have in-flight will continue to be processed and applied by Resolve.
What do I need to do?
No action is required by you. If you want a copy of the new payment remittance details you can access them from your Resolve dashboard "Resources" page.
You should expect to see Resolve's transactions come from our new banking partner (JPM) effective this week. If your Bank requires more information to authenticate and authorize our new account, please reach out to us.
Hi! We are excited to announce our new
Insights
page, where you can now access six different accounts receivable and cash flow reports. These charts compile data from invoices sent and accepted through Resolve to surface high level invoicing activity data and financial metrics to your team at a glance. Click the
Insights
tab to unlock insights right from your Resolve dashboard. 
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