Seller FAQ

Customer Management

• Filter customers by sales or account rep
• Overview of Customer Tags
• Filtering Using Customer Tags
• Managing the Blocklist

User Management

• Changing recipients for statement emails
• Add a user to receive statements
• Turn automatic statements on/off for a user
• See which users have payment account access

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

Payments & Security

• Security & Data Integrity Practices
• Accepting credit card payments
• ACH payment timeline

General questions

• Installing the Wholesail web application on your 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
• Frequently Asked Questions by Buyers

Accounting System Integration

• How Wholesail reconciles payments in your accounting system
• 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