To set up autopay for a customer, email firstname.lastname@example.org with the following information:
- Customer Name:
- Customer email:
- Maximum amount to charge:
- Frequency & day of week/month:
- Start date: (if empty it will be the soonest trigger date based on frequency)
- End date (if empty, it will be 1 year after start date):
Once the customer attaches a payment account and approves the autopay plan, Wholesail will charge them. If the frequency is set to charge on the day the invoice is due, then each payment will typically apply to only one invoice. Otherwise, invoices will be paid with the following approach:
- Paying invoices in chronological order (oldest first)
- Never partially paying invoices
- Never skipping invoices
Because of these restrictions, Wholesail will typically not reach the maximum amount to charge. If you are setting up a customer to be charged for all open invoices every week, set the maximum amount to charge high enough that it will always exceed their weekly order volume.
Customer steps to complete autopay setup
After you submit a request to set up autopay, Wholesail will send an email to the customer for them to complete two additional steps:
- Connect their bank account or credit card - This typically takes less than 5 minutes.
- Authorize the payment plan - The customer can do this by replying to the email.
Once the customer completes these steps, Wholesail will send a confirmation email to both you and your customer.
How autopay works once it’s configured
Wholesail will automatically charge the customer based on the configured settings as long as the accounting system stays in sync with Wholesail. If a connection is lost for more than 12 hours, autopay payments will be paused and a member of the Wholesail support team will reach out to resolve the issue.
Two days before each payment, the customer will receive a reminder email. Upon successful completion of the payment, the customer will receive a confirmation email.
If the customer or seller would like to make changes to the autopay plan, they can do so by emailing email@example.com. Wholesail will always share these requests with the seller.
In the case of a declined credit card or ACH transaction, Wholesail will contact both the customer and the seller with the information regarding the payment failure. This might be because there were insufficient funds in the bank account.