General questions
- How do I save Wholesail as a shortcut on my computer?
- 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
Customer Management
- Resolving Accounting Issues
- Managing Customers Who’ve Opted Out of Wholesail Statements and Invoices
- 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
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
- 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 a credit card autopay plan for a customer
Payments & Security
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
- Setting up Automatic Invoice Emails for your Customers
- Managing Automatic Invoices for your Customers
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