General questions
Reporting in Wholesail
Customer Management
- Automated Bank References: A faster way to evaluate new customers
- Display QuickBooks Online Invoice attachments in Wholesail
- How to use the Message Log
- How to add (or remove) Invoice PDF Attachments to Wholesail invoice or statement emails
- Resolving Accounting Issues
- Managing Customers Who’ve Opted Out of Wholesail Statements and Invoices
User Management
- Managing Notification Preferences in Wholesail
- How to opt your customer in or out of receiving automated statements and invoices
- How to remove a customer contact
- Adding Sales Team Members to Wholesail
- Introduction to the "Sales Rep" role
- How to add a customer with a phone number so they receive Wholesail text messages
Autopay & Payment Plan
- Customize your Autopay settings
- Four autopay strategies that sellers can use to get paid faster and reduce risk
- How to change credit card fees for customers on autopay
- How to charge a customer’s credit card through autopay
- How to Edit an Autopay Plan
- How to propose an autopay plan to a customer
Payments & Security
- Supporting Debit Blocks with Wholesail
- Vendors can now manually charge short payments in Wholesail
- Updating your Stripe Express account information
- Wholesail's Payment Refund Policies
- Reconciling a Payment Return or Chargeback in Your Accounting System
- Wholesail's Payment Return and Chargeback Policies
Process customer payments
Automatic Notification Sending
- Introduction to Automated Statements with Wholesail
- How to Customize Automated Statement Schedules
- How do I Turn Off Automated Statements for a Customer
- Introduction to Automatic Invoice Emails from Wholesail
- Sending invoices & credit memos
- Setting up Automatic Invoice Emails for your Customers
Accounting System Integration
- NetYield Integration Tips
- How Wholesail reconciles payments in your accounting system
- How to find the Wholesail Sync Manager log file
- Setup Wholesail with Rightworks (formerly Right Networks)
- Best practices for keeping QuickBooks Desktop in sync with Wholesail (Web Connector Sync)
- How to resolve customer overpayments
New Customer Form
- New Customer Form: Overview
- New Customer Form: Your Customer's Experience
- New Customer Form: How to set up and share your new customer form
- New Customer Form: Managing new customer form submissions
- New Customer Form: Linking New Customer Form data with Wholesail
- New Customer Form: Automatically set-up newly approved customers in your accounting system and Wholesail