Paying your vendor manually through Wholesail is fast, secure, and straightforward. This guide walks you through the steps so you can easily settle your invoices and get back to business.
Your payment information is protected with industry-standard encryption. We use Plaid for ACH and Stripe for credit card payments, so your details are safe.
Step-by-Step Payment Process
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- Login to your Wholesail account by clicking here.
- Go to your vendor list and click on the vendor you want to pay. If you would like to select a different vendor, click the "Switch" button on the top left of your screen.
- From your list of invoices, review the invoices and any credit memos under the appropriate tabs (e.g., Open Items or Past Due).
- Use the checkbox to select the invoices and credits you would like to pay.
- Click the Review payment button.
- (Tip: This button appears as long as there is an open balance on one or more invoices. If it’s not visible, verify that your invoices still have an outstanding balance.)
- Choose your payment method (bank account or credit card).
- To connect a bank account, see Connect a bank account using account and routing numbers or using your bank username/password.
- To connect a credit card, see Connect your credit card. (Note: Some vendors charge a convenience fee for card payments. Use your bank account to avoid the fee.)
- Click Pay with to complete the transaction.
- You’ll see a confirmation screen, and a receipt will be sent to your email.
Frequently Asked Questions
Q: Can I use my credits in Wholesail to pay invoices?
A: Absolutely. When selecting which invoices to pay, simply check the boxes for both the invoice(s) and any available credit(s). Then click Review Payment. On the next screen, confirm that you want to apply the credit toward the invoice(s). If there’s a remaining balance, you’ll pay that portion using your bank account or credit card.
Q: If my credit is less than the invoice total, do I still need to pay the difference?
A: Yes. Wholesail lets you apply a credit to reduce your invoice balance, but you must cover any outstanding balance with a bank account or credit card to complete the payment.
Q: I don’t see the “Pay Invoices” button. What should I do?
A: Ensure you’ve connected a valid payment method. If you need help connecting your bank account or credit card, please see our respective articles.
- To connect a bank account, see Connect a bank account using account and routing numbers or using your bank username/password.
- To connect a credit card, see Connect your credit card. (Note: Some vendors charge a convenience fee for card payments. Use your bank account to avoid the fee.)
Q: Can I select more than one invoice for payment?
A: Yes, you can choose one or multiple invoices (and credit memos) by using the checkboxes before proceeding to payment.
Q: How secure is manual payment processing in Wholesail?
A: Very secure. We use Plaid for ACH payments and Stripe for credit card processing - both using industry-leading encryption to keep your data safe.
Q: What if I’m looking for an automated way to pay my invoices?
A: If you prefer not to manually process payments every cycle, consider using Autopay. Autopay automatically pays your invoices based on a schedule you choose. For more details on setting up and managing Autopay, please refer to our guide on Setting Up & Using Autopay in Wholesail.