The Wholesale module manages your wholesale and dealer customers. These are business accounts that buy on terms, with their own pricing and statements.

Go to Wholesale to see all dealers with their open balance and recent activity.

To add a dealer: Click "+ Add Dealer" and fill in

  • Company name (required) and dealer code / account number
  • Primary contact (name, phone, email)
  • Address
  • Billing contact (or check "Same as primary contact")
  • Payment terms. Two styles are available: Net days (Net 15, 30, 45, 60, or 90 days from the invoice date) or Net day of the following month (Net 10th, 15th, 20th, or 25th). The "following month" style matches how many car dealers pay, on a set calendar day each month: under Net 20th, an invoice created any time in June is due July 20th.
  • Tax-exempt flag (with tax-exempt certificate ID if applicable)
  • Finance charge rate override and exempt flag (optional; leave blank to use the tenant default from Settings > Wholesale)
  • Notes (internal)

Click Save.

When you take an on-account payment on a dealer invoice, the due date fills in automatically from that dealer's terms, so proximo dealers land on the right day of the following month.

On a dealer's detail page you can

  • See open receivables and select invoices to apply a payment to
  • Email a statement directly with "Email Statement"
  • See payment and invoice history
  • Void a payment that was entered in error
  • Edit contact, billing, or terms
  • Bulk-settle multiple invoices in one entry
  • Create a new dealer invoice with "+ Dealer Invoice". See How to Create a Dealer Invoice for the full walkthrough.

Dealer-specific reports (Dealer Sales, Dealer Aging, Dealer Profitability, Dealer Activity, Dealer vs Retail, Top Items by Dealer) are under the Wholesale category in Reports.