Billing & payments
Answer money questions with the accounts.
A large share of support is about money: an invoice, a payment, a refund, a credit, an outstanding balance. Answering those from the actual ledger is the difference between a real answer and a reassuring guess.
What connects
A read connection to invoices, payments, refunds and credits, plus the ability to raise an internal action for an approved financial change.
What crosses the boundary
- Received: invoices, payment status, refunds, credits and outstanding balance.
- Received: scheduled payment dates, so "when will I get it?" is answerable.
- Sent: internal action requests for approved refunds and credits.
- Never sent: the financial action itself. The ledger performs and records it.
What this lets you do
- Answer "was this actually paid?" from the accounts rather than from memory.
- Tell a customer the exact date their refund is scheduled.
- Show the relevant invoice beside the case rather than copying it.
- Route refund approvals to Finance with the amount and evidence attached.
Setting it up
- 1Link the two workspaces.
- 2Map customers to ledger accounts.
- 3Set the refund approval limits and who holds them.
- 4Test a full refund cycle before going live.
Permissions
Read on invoices, payments, refunds and credits for the customer in question. Resolivo cannot issue a payment, create a credit note or alter a ledger entry — it requests, a person approves, and the ledger acts.
What you can ask once this is connected
- “Was this invoice paid?”
- “When is this customer's refund scheduled?”
- “What is this customer's outstanding balance?”
Where it stops
Resolivo never performs a financial action. It reads the position and raises an approval request; the money moves in the ledger under somebody's authority. That boundary is deliberate and is not configurable.
Billing & payments
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