Catch broken direct debit mandates before billing day
Every Monday, WebRun opens GoCardless, reviews every customer mandate for a cancelled, expired, or still-pending status, works out which upcoming charges those mandates were meant to collect, marks the affected billing dates in Google Calendar, and briefs finance in Microsoft Teams so broken mandates are fixed before the collection date.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I spot broken direct debit mandates before billing day?
WebRun reviews your GoCardless mandates every Monday for cancelled, expired, and stuck-pending statuses, then matches each to the upcoming payments it was meant to collect. It marks the affected billing dates in Google Calendar and briefs finance in Microsoft Teams, so mandates get fixed before collection day.
- Broken mandates are found days before the collection, not after it fails
- Every at-risk collection carries an advance calendar marker
- Finance sees the value at risk per customer, not just a status list
Built for finance teams · subscription businesses · membership organisations · billing operations
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
manage.gocardless.comin a real browser with your saved login - no setup, no API keys. -
1
GoCardless - review mandate statuses
gocardless.com
WebRun opens GoCardless to review mandate statuses. - Open GoCardless and list customer mandates by status
- Capture every mandate that is cancelled, expired, or still pending after several days
- Match each broken mandate to the customer and the upcoming payments it was meant to collect
- Note the value at risk and the date each collection is due
Done when Every broken or pending mandate is listed with the payments it affects.
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2
Google Calendar - mark the affected billing dates
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to mark the affected billing dates. - Open Google Calendar and find the upcoming collection dates for affected customers
- Add a private all-day marker three working days before each collection
- Title the marker with the customer name and the mandate problem
- Invite nobody. The marker is a working note for the finance owner
Done when Every at-risk collection date carries an advance marker.
-
3
Microsoft Teams - brief the finance team
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to brief the finance team. - Post the mandate health check to your finance channel in Microsoft Teams
- Lead with cancelled mandates that have a collection due within two weeks
- Show the customer, the mandate status, the value at risk, and the collection date
- List mandates stuck pending so somebody can chase the customer to complete setup
Done when Finance has this week's mandate health check in Microsoft Teams.
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
Can it take a payment or create a mandate?
No. WebRun only reads mandate and payment statuses in GoCardless. It never creates a mandate, submits a collection, retries a payment, or moves any money.
Will it email customers whose mandate broke?
No. The briefing goes to your internal Microsoft Teams channel and your own calendar. Asking a customer to re-authorise a mandate stays a human action you take yourself.
Why mark the calendar three days early?
Direct debit collections need advance notice to the bank, so a marker three working days ahead leaves time to fix a mandate before the collection date passes.
Related templates
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