It is possible to create an invoice using your accounting system and then automatically email an instantly payable invoice from Wholesail to your customers. Just like Wholesail statement emails, your customers can access our secure Customer Portal with one click to view, print, or pay the invoice or see their account standing.
If you email invoices upon creation or delivery, this feature will help you get paid faster, improve customer service, save time, and enable you to provide a consistent online look & feel across your invoices and Wholesail statements.
How does it work?
New invoices that you add to your accounting system and sync with Wholesail will be emailed to your customers automatically everyday allowing you to create a process that works best for your business. You are in control of when invoices are emailed to your customers. You can schedule sends to occur at one specific time or at multiple times during they day. With new tools at your fingertips, your team can review invoices in Wholesail to send them immediately, pause their delivery, or allow them to be emailed automatically.
You choose to enable Automatic Invoicing for all your customers or for specific customers only. It’s up to you.
Is it right for me?
Do you email invoices after creation or delivery today?
Would your buyers find emails valuable if you do not email invoices today?
Do you want to make it easier for your buyers to pay you online?
If you answered yes to any of the above, this feature can add value. Your buyers will receive invoice emails from Wholesail and will be able to easily access the Customer Portal to view, print, or pay their invoices by credit card or ACH instantly.
Who can I contact for help getting started?
Our Customer Success and Support teams are available to answer questions or help you get started. If you have questions or would like to schedule time to learn more, please contact your dedicated Customer Success Manager.
If I email an invoice from my accounting system will it also automatically get emailed from Wholesail?
Yes - it will be emailed again from Wholesail. If you are using this Wholesail feature, we recommend not emailing new invoices from your ERP, accounting, or other invoice software solution so you don’t email the same invoice to your buyer twice.
Will buyers on my Wholesail blocklist receive automatic invoice emails if I enable this feature?
No, buyers on the blocklist will not receive automatic invoice emails. You can choose to manually send a one-off invoice email to them from Wholesail if you desire though.
You can add specific buyers to the “blocklist” if you don't want the buyers to receive automated weekly statements or automated invoices. You can learn more about the Wholesail Blocklist by clicking here.