OneDesk for Wholesale Finance Work Management
How does OneDesk help my Finance team?
Handle Bulk Order Invoicing, Credit, and Payments
Handle Bulk Order Billing Questions and Credit Tickets
Wholesale finance manages retailer credit applications, invoice queries, and payment chasing. Track these tasks and inquiries as tickets in OneDesk via email or accounting system integration. Create custom views for overdue invoices or credit requests. Set SLAs for resolving retailer billing disputes. Report on accounts receivable status.
Retailer Portal for Invoice Access and Payments
Manage wholesale finance tasks like retailer credit management, accounts receivable collections, or inventory financing arrangements. Use tasks to track collection efforts for overdue accounts, with subtasks for calls and emails. Set dependencies linking credit limits to order approvals. Schedule invoice due date reminders.
Track Time for Accurate Bulk Invoicing
Wholesale finance tracks time spent managing retailer credit lines, processing bulk invoices, handling chargebacks, or collecting accounts receivable. Log hours against specific finance tasks using OneDesk timesheets. Understand the time involved in managing financial relationships with retailers.
Handle Tasks for Bulk Order Invoicing and Credit
Streamline wholesale finance processes. Automate the routing of retailer credit applications for approval. Set up workflows for investigating and resolving invoice discrepancies or chargebacks. Trigger automated reminders for overdue retailer payments.
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