General questions
- Wholesail Product Release Notes
- How Wholesail Proactively Ensures a Seamless Customer Experience
- Frequently Asked Questions by Buyers
- Sending Statements, Invoices, and Payments in Wholesail
- Add a custom menu option and link to the Wholesail Navigation
- Creating a Wholesail Desktop Shortcut
Reporting in Wholesail
- Getting to Know the Wholesail Dashboard
- Overview of Reporting Features in Wholesail
- How to Access and Save Customer Reports in Wholesail
- How to Manage and Share Your Saved Reports in Wholesail
- Overview of Customer Tags
- Filtering Using Customer Tags
Customer Management
- Parent and child accounts in Wholesail
- Automated Bank References: A faster way to evaluate new customers
- Display QuickBooks Online Invoice attachments in Wholesail
- How to use the Wholesail Message Log
- How to add (or remove) Invoice PDF Attachments to Wholesail invoice or statement emails
- Resolving Accounting Issues
User Management
- Seller Team Member Roles
- Add and Assign Sales Reps Manually
- Automatically Assign Sales Rep
- 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
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
- Unapplied payments and overpayments in QuickBooks Online
- How to resolve customer overpayments
- Cleaning up AR before sending statements
- Wholesail Sync Window
- How Wholesail reconciles payments in your accounting system
- NetYield Integration Tips
New Customer Form
- Are electronic signatures legally binding?
- 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