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Wholesale

Configure wholesale onboarding, portal settings, and payment methods

Set the wholesale defaults, choose what the public onboarding form shows, and configure payment methods before you invite customers to order.

5 min read · Updated Mar 18, 2026 · Managers launching wholesale onboarding and customer payments

Set these pieces before you invite the first wholesale customer to order.

The clean launch order is: configure defaults in Wholesale Settings, review the Onboarding tab and public form, then finish payment setup in Wholesale Payments.

Quick facts

Start here

  • The public onboarding link for your company ends with /onboarding/wholesale.
  • The Onboarding tab controls which optional fields show on the public form and lets you copy the live link.
  • Non-COD terms and payment methods that post to A/R create receivable balances for later collection.
  • Check by mail is useful for customers who pay after delivery and should be tracked through receivables.

Step 1: Set the wholesale defaults and A/R basics

Use the Defaults tab first

Go to Wholesale Settings.

Set the default location, fulfillment method, delivery and pickup days, minimums, and the default payment terms before you share the portal.

  • If you plan to invoice customers later, choose the sales channel and A/R account in the Accounts receivable section.
  • If you charge tax or use tax exemption reasons, review those defaults here too.
Set the order defaults and the accounting pieces together so customer orders land with the right expectations and posting behavior.

Step 2: Configure the public onboarding flow

Choose which onboarding fields customers will see

Open the Onboarding tab in Wholesale Settings.

Turn optional fields on or off, then save before you send the link out.

The Onboarding tab controls which optional fields customers will see on the public form.
  1. 1 Turn the optional public form fields on or off here before you invite customers.
  2. 2 Stay on the Onboarding tab while you review which public fields are visible.
The public wholesale onboarding form is the page customers fill out before your team reviews and creates their internal customer record.
  1. 1 Customers start with the business identity and contact details your team needs to review the application.
  2. 2 Ordering contact fields collect the person your team will actually work with after approval.
  3. 3 Billing and delivery sections let customers enter the practical details your wholesale team needs next.

Share the link only after the form matches your process

Use Send invite email for a direct invitation, or copy the onboarding link and share it another way.

Each submission is stored for internal review and can be linked to the final customer record later.

Step 3: Configure payment methods before customers place orders

Enable the payment methods you actually support

Open Wholesale Payments.

Turn on only the methods you are ready to accept, then set whether each one posts to A/R and when charges should happen.

  • Use Posts to A/R for methods like Check by mail when you expect collection after the order is placed.
  • If you use Square, pick the Square location tied to that payment method.
  • Review customer-specific overrides when one buyer needs a different payment mix than the default.
Payment methods control how customers can pay, whether the order posts to receivables, and which provider location handles the charge.

Launch checklist before sharing the portal

Send the portal only when these are ready

Confirm the guide has products, the public onboarding form shows the right fields, and the default terms and payment methods match how you really collect money.

If you skip those checks, customers may submit incomplete onboarding details or place orders with terms you do not want to support.

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