Seller FAQ

Autopay & Payment Plan

• Four autopay strategies that sellers can use to get paid faster and reduce risk
• How to set up autopay for a customer

Payments & Security

• Accepting credit card payments
• ACH payment timeline

General questions

• How to send a Statement, Invoice, or Payment through Wholesail
• How Wholesail works proactively to ensure a seamless customer experience
• Frequently Asked Questions by Buyers
• Changing recipients for statement emails

Accounting System Integration

• How to find the Wholesail Sync Manager log file
• Setup Wholesail with Right Networks
• Best practices for keeping QuickBooks Desktop in sync with Wholesail
• How to resolve customer overpayments
• Cleaning up AR before sending statements