Wholesale advanced

Manage wholesale account settings, credits, and terms

Use the customer account area to review terms, open balances, and credits so account-level decisions are not buried in order history.

5 min read · Updated Mar 18, 2026 · Managers handling wholesale account follow-up

Use the wholesale account view for account-level decisions like open balance follow-up, credits, and payment-term review.

It is more effective than checking one order at a time when the real issue is the customer relationship.

Quick facts

Start here

Terms and credits are easiest to understand from the account view.
Open balances should be reviewed before they become old receivables.
Account-level review helps sales and accounting stay aligned.

Step 1: Review the account-level financial picture

Open Wholesale Account and review the current balance, credits, and terms together.

Wholesale account financial status panel — The account view gives you the cleanest picture of what the customer owes, what credit exists, and how the terms are set.

Step 2: Use credits and terms intentionally

Issue credits when that is the real resolution, not just because an order is hard to fix.
Review terms regularly so they still match how the account actually pays.

Wholesale account view for credits and payment terms — Use the account view to make deliberate decisions about credits and terms instead of piecing the story together from old orders.