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  1. Wholesail Help
  2. Seller FAQ

Seller FAQ

Frequently asked questions from sellers

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
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