Track payment status, process refunds, and manage all transactions in your wholesale operation.
How it works
The operations section lets you monitor all payments received from your wholesale buyers and their current status. From here you can process refunds, cancel payments, generate payment links to send to buyers, and manage recurring payments. In B2B wholesale operations, rigorous payment tracking is fundamental to maintaining the financial health of the business.
Available options
- Payment status: Each operation has a status — Credited (payment confirmed), Overpaid (the buyer paid too much), Incomplete (partial payment or less than the amount), or Resolved. This lets you quickly identify situations requiring attention.
- Refunds: Process full or partial refunds directly from the platform when a wholesale buyer requests one.
- Cancellation: Cancel pending or in-progress payments.
- Payment links: Generate payment links to share via WhatsApp, email, or social media — useful for collecting on orders placed outside the portal, phone orders, or outstanding balances.
- Subscriptions: Manage recurring payments associated with buyers who place periodic orders.
Tips
- Review payments with "Overpaid" or "Incomplete" status to resolve them quickly — in wholesale operations with high amounts, payment discrepancies need immediate attention.
- Use payment links to collect on orders placed by phone, WhatsApp, or by field salespeople — centralize all collections on the platform.
- Maintain regular oversight of operations to detect inconsistencies early and maintain the financial health of your wholesale operation.
- Payment links are especially useful when a salesperson takes an order in person and needs to send the payment request to the buyer.