Wholesail - Modernize your invoices and payments
How It WorksFeaturesPricing
Standard
Custom
StandardCustom
Accounting/ERP SystemQuickBooks Online & Desktop (up to 500 buyers)Other accounting / ERP system
USAGE FEES
  
Monthly Fee$150Contact for pricing
Fee for processing Wholesail facilitated online transactions*1% 
ONE-TIME FEES
  
Accounting system/ERP integration$0Contact for pricing
*Wholesail enables you to pass on the credit card processing fees of 2.75% to your buyers if you so choose. ACH transactions are free to buyers.

Functionality included

INTEGRATION WITH EXISTING ACCOUNTING / ERP SYSTEM
  
Continuous synchronization with accounting system/ERP
USAGE
  
Send unlimited invoices
Unlimited users, entities and contacts
Accounts Receivable Portal
  
Online & mobile access to customer invoices and statements
1-click send statements, invoices & payment history to a customer
Setup Autopay for customers
Customer Self-service Portal
  
24/7 real-time customer access to statements, invoices, credit memos and payment history
Easy 1-click secure customer access
Automated, Interactive Communications
  
Customizable A/R email communications for customers
Automated statements and payment reminders
Customizable email scheduling
Interactive real-time statements emailed to customers
Online Payments & Autopay
  
Securely accept ACH & credit card payments online
Setup automatic charges for cards you have on file
Automated reconciliation for online payments (if supported by your ERP)
Customers can setup Autopay
Customers can securely store credit card info for future payments
Set up recurring billing for customers with predictable invoices
Option to offer customers early pay discounts
Customer Support
  
Dedicated onboarding & setup
Wholesail A/R portal setup
Wholesail customer payment portal setup
Historical data capture and clean up
Ongoing A/R email monitoring and support for your customers
Ongoing telephone support