General questions
- How to resend an Autopay proposal from Wholesail
- How to manually send an invoice from Wholesail
- Add a shortcut link to Wholesail on your mobile phone
- How to send a Statement, Invoice, or Payment through Wholesail
- How Wholesail works proactively to ensure a seamless customer experience
- Add Purchase Order Numbers to Invoices
Customer Management
- How to bulk send invoices to save time
- Sending invoices & credit memos
- Overriding "Global customer settings" for certain customers
- Filter customers by sales or account rep
- Overview of Customer Tags
- Filtering Using Customer Tags
User Management
- 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
- Introduction to SMS Text Message notifications
Autopay & Payment Plan
- 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 propose an autopay plan to a customer
- How to see all customers on Autopay
- How to set up autopay for a customer