How to Customize Automated Statement Schedules

This guide provides steps to enable and configure automatic statements in Wholesail to best fit your business needs. Wholesail will only send statements to your customers with an open balance. To learn more about what this feature is all about, click here. 

Managing Automatic Statement Schedules for All Customers

Automated statement schedules can be adjusted for all customers in Wholesail under your Vendor profile's Global Customer Settings. After you enable this feature, we strongly recommend you stop all statement emails outside of Wholesail to prevent duplicate notifications to your customers.

1. Login to your Wholesail account by clicking here and navigate to your Wholesail Vendor profile.
2. Select Settings from the left hand side.
3. Click Global Customer Settings from the top right corner of the page.
4. Click Edit under Send statements.
5. Click the dropdowns to select your preferred statement frequency.
   1. Sent: use this to select your preferred frequency.
   2. On: use this to select your preferred day 
   3. [Monthly only] First/Last: Select first or last to send statements in the first or last week of the month respectively that includes your selected statement day 
6. Click Save to save your changes.

How to Customize an Automated Statement Schedule for a Single Customer

Do you have specific customers who prefer to receive Automated Statements at a different frequency or on a different day of the week than all your other customers?  You have flexibility to customize Automated Statement schedules for a specific customer under each customer’s Custom Settings page.

1. Login to your Wholesail account by clicking here and navigate to your Wholesail Vendor profile.
2. From your Customer List, open the customer you'd like to enable this feature for.
3. Select Customer settings from the top right corner of the page.
4. Select Custom settings from the available tabs.
5. Under Send statements, click Customize.
6. Under Send statements automatically, click the checkbox to turn on and off automatic statements for this customer.
7. Click the dropdowns to select your preferred statement frequency.
   1. Statements will be sent: use this to select your preferred frequency.
   2. On: use this to select your preferred day 
   3. [Monthly only] First/Last: Select first or last to send statements in the first or last week of the month respectively that includes your selected statement day
8. Click Save to save your changes.

Statement frequencies

You can select from the following frequencies when sending statements:

• Weekly (select weekday)
• Every 2 Weeks (select weekday)
• Monthly (select day of month)
• Twice a month (select days of month from 1-28, will not send on weekends)

FAQS:

Do I need specific role permissions to customize Automated Statement schedules?

• Only Admin users can manage automated statement schedules at a global level
• Sales reps can customize automated statement schedules for any specific customer who is assigned to them in Wholesail

Can I customize Automated Statements to be sent to all my customers on Saturday or Sunday?

• You are able to customize an Automated Statement schedule for a specific customer to receive statements on Weekends.  If you want to send automated statements to all your customers on weekends, you need to email [e-mail].  
• We don’t recommend sending statements on weekends as open rates and click through rates are much lower than when automated statements are sent on weekdays.

How do I stop or pause sending automated statements to all my customers?

If you need to pause sending statements for all of your customers, please reach out to support at [e-mail] and they can assist you

How do I stop sending statements automatically to a specific customer?

It is possible to stop sending statements to a specific customer.  When customizing an Automated Statement Schedule for a single customer, you can simply uncheck the box next to “Send Statements Automatically”.  Please see this article for full step-by-step instructions.