All templates
For independent hardware stores, hardware store owners & accounts receivable staff

Chase charge-account balances before they age

Every Monday, WebRun opens Epicor Eagle, finds charge-account invoices past their due date, drafts a polite payment reminder for each customer in Gmail, and posts your team a Slack list of outstanding balances to follow up on.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 8:30 AM WebRun
1 Epicor Eagle find overdue charge-account invoices
2 Gmail draft polite payment reminders
3 Slack post outstanding balance list
Run a sample
In short

How do I automatically chase overdue charge-account invoices at my hardware store?

WebRun opens Epicor Eagle every Monday, finds charge-account invoices that are past due, and drafts a professional payment reminder for each customer in Gmail. It then posts your team a Slack list ranked by balance, so the biggest accounts get attention first and no overdue invoice slips through unnoticed.

  • Overdue balances surfaced every Monday before they age further
  • Draft reminders ready for review in under a minute
  • Accounts 30-plus days past due flagged automatically for priority follow-up

Built for independent hardware stores · hardware store owners · accounts receivable staff

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.epicor.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Epicor Eagle - find overdue charge-account invoices
    epicor.com
    WebRun in Epicor Eagle: find overdue charge-account invoices
    WebRun opens Epicor Eagle to find overdue charge-account invoices.
    • Open Epicor Eagle and navigate to Accounts Receivable
    • Filter for charge-account invoices past their due date
    • Capture the customer name, account number, invoice total, and days overdue for each
    • Skip any account already contacted in the past seven days

    Done when Every overdue charge account is listed with its balance and contact details.

  3. 2
    Gmail - draft polite payment reminders
    gmail.com How to Automate Gmail
    WebRun in Gmail: draft polite payment reminders
    WebRun opens Gmail to draft polite payment reminders.
    • Draft a short, professional payment reminder for each overdue account
    • Include the invoice number, amount due, and due date in the message
    • Leave every draft unsent for your review before it reaches the customer

    Done when One unsent draft reminder per overdue customer is saved in Gmail.

  4. 3
    Slack - post outstanding balance list
    slack.com How to Automate Slack
    WebRun in Slack: post outstanding balance list
    WebRun opens Slack to post outstanding balance list.
    • Post a ranked list of overdue accounts, largest balance first
    • Flag any account that is more than 30 days past due
    • Include a link to the Gmail draft folder for quick review and sending

    Done when You have this week's collections list in Slack with draft reminders ready to send.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.epicor.com
ScheduleRuns automatically on this cadence
Every Monday at 8:30 AM
DeliveryHow each run's result reaches you
Collections list · Slack
OutputWhat each run produces - A ranked list of overdue charge accounts with balances and days past due, plus draft reminder emails in Gmail ready for approval.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send reminders to customers without my approval?

No. Every reminder is saved as an unsent Gmail draft. You review each one before it goes out, so no customer receives an unreviewed message.

What about accounts that paid after the last statement?

WebRun reads live balances from Epicor Eagle each run, so any account that has settled since the last check is automatically skipped.

Can I set a minimum balance before it drafts a reminder?

Yes. Tell WebRun your threshold and it will only draft reminders for accounts above that amount, ignoring small balances you prefer to handle differently.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.