Autopay makes paying your invoices hassle-free and ensures you’re never late on payments. With a few clicks, you can schedule payments at the frequency you prefer, choose your payment method, and let Wholesail handle the rest—saving you time every billing cycle.
Why Use Autopay?
- Save Time & Effort: No more logging in to pay each invoice manually.
- Stay on Track: Autopay helps prevent missed due dates or late fees.
- Flexible Scheduling: Choose daily, weekly, or when invoices are due—whatever fits your and your vendor's needs.
- Full Control: Change your plan, switch payment methods, or cancel at any time.
1. Prerequisites: Connect a Payment Method
Before setting up autopay, make sure you have a bank account or credit card on file:
- 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.)
If a colleague at your company has already added a payment method, they can authorize you to use it. Otherwise, you’ll need to add your own.
2. Access Autopay Setup
- Login to your Wholesail account by clicking here.
- Click on Autopay on the left hand side of your page.
- Select Set up autopay.
3. Choose Your Autopay Settings
You’ll see several options on the setup screen. Here’s what they mean:
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Pay With (Payment Method)
- If you have multiple accounts/cards, pick the one you want to use for autopay.
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When (Frequency)
- Invoice is due: Autopay pays an open due and past due invoices on their due date.
- Daily: Autopay checks every day for open invoices and pays all open invoices.
- Weekly: Autopay checks every week on a day your select and pays all open invoices.
- Monthly: Autopay checks every month on a date your select and pays all open invoices.
- Twice a month: Autopay checks 2 times a month on a date your select and pays all open invoices.
- Every 2 weeks: Autopay checks every other week on a day your select and pays all open invoices.
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(Optional) Set a max amount per autopay payment
- Set a max amount to limit each autopay charge.
- Leave it blank if you’d rather pay all open invoices automatically.
- You can also choose to Only pay whole invoices (skip an invoice if it would exceed your max amount).
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(Optional) Set a fixed date to end autopay AND Schedule autopay to start later
- By default, autopay plans starts immediately and continues indefinitely.
- You can specify a start date if you want to delay the first run, or an end date if you want autopay to stop automatically after a certain day.
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Confirm & Agree to Terms
- Click Finish or Next, then review Wholesail’s autopay terms.
- Select Agree to finalize your autopay plan.
4. Review and Manage Your Plan
After you finish setup, you’ll see a confirmation message and get a confirmation email. You can revisit your autopay settings anytime by:
- Navigating to Settings → Autopay (or the Autopay tab in your menu).
- Viewing your current plan details (frequency, payment method, etc.).
Did you know? If you need to adjust anything (e.g., switch to a new bank account, change how often invoices get paid, or add/remove a max amount), you can often edit the existing autopay plan without cancelling it—unless your vendor disables edits. See How to Change or Cancel Autopay for more info.