Chase past-due charge accounts before they hit credit hold
Every Monday, WebRun opens Epicor Eclipse, finds contractor charge accounts past their payment terms, confirms the live balance and last payment date in QuickBooks, drafts a polite statement reminder in Gmail for each account, and posts your credit team a Slack chase list ranked by days past due.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I chase past-due contractor charge accounts automatically?
WebRun finds contractor charge accounts past their payment terms in Epicor Eclipse every Monday, confirms the live balance and last payment date in QuickBooks, and drafts a polite statement reminder in Gmail for each one. It posts your credit team a ranked Slack chase list, and every reminder stays a draft until a human reviews and sends it.
- Past-due accounts get a reminder the week they slip, not at month end
- Credit teams start Monday with a ranked chase list instead of pulling their own aging report
- Accounts that already paid are skipped automatically from live QuickBooks balances
Built for electrical distributors · credit and AR teams · branch credit managers · outside sales reps
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.epicor.com/en-us/products/enterprise-resource-planning-erp/eclipsein a real browser with your saved login - no setup, no API keys. -
1
Epicor Eclipse - find charge accounts past terms
epicor.com How to Automate Epicor Eclipse
WebRun opens Epicor Eclipse to find charge accounts past terms. - Open charge account customers and filter to orders on credit terms past due
- Capture the account, assigned outside sales rep, and terms for each
- Note any account already flagged for credit hold
Done when Every charge account past its payment terms is listed with its rep and terms.
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2
QuickBooks - confirm the live balance
- Look up the live invoice balance and last payment date for each flagged account
- Calculate days past due from the last payment or invoice date
- Skip any account paid in full since Eclipse was checked
Done when Every past-due account has a confirmed balance and days-past-due figure.
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3
Gmail - draft the statement reminder
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the statement reminder. - Draft a polite statement reminder for each account with the balance and days past due
- Reference the invoice numbers included on the statement
- Leave every draft unsent in Gmail for the credit team to review and send
Done when A reminder draft is waiting in Gmail for every past-due charge account.
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4
Slack - report the chase list
slack.com How to Automate Slack
WebRun opens Slack to report the chase list. - Post the week's chase list to the credit and AR channel
- Rank it by days past due, oldest first
- Flag any account approaching your credit hold threshold
Done when The credit team has this week's chase list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email customers or put an account on hold without me?
No. WebRun drafts every statement reminder in Gmail and leaves it unsent. Any decision to place an account on credit hold stays with your credit team.
How does it confirm the balance is actually still owed?
It checks the live balance and last payment date in QuickBooks each Monday, so an account that paid since Eclipse was last checked gets skipped.
How are accounts prioritized in the Slack list?
They're ranked by days past due, oldest first, with accounts nearing your credit hold threshold flagged at the top.
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