Chase overdue charge accounts for you
Every Monday, WebRun opens GiftLogic, finds charge accounts past their due date, drafts a polite reminder email for each customer, and checks the synced balance in QuickBooks so your chase list only shows what is genuinely still owed.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I chase overdue store charge accounts automatically?
WebRun chases overdue charge accounts without putting a customer relationship at risk. Every Monday it opens GiftLogic, finds accounts past due, drafts a polite reminder email for each customer, and confirms the balance against QuickBooks so nobody already paid gets chased twice, leaving every draft unsent until you review it.
- Overdue balances get a polite reminder every week without staff writing one
- Customers who already paid are dropped from the list automatically
- Disputed accounts are left for a human, never auto reminded
Built for toy store owners · gift shop billing staff · independent retailers
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.giftlogic.comin a real browser with your saved login - no setup, no API keys. -
1
GiftLogic - find overdue charge accounts
giftlogic.com How to Automate GiftLogic
WebRun opens GiftLogic to find overdue charge accounts. - Open GiftLogic and filter charge accounts to past due
- Capture the customer, balance, and days overdue for each
- Skip any account reminded in the last 7 days
Done when Every overdue charge account is listed with its balance and age.
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2
Gmail - draft polite reminder emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft polite reminder emails. - Draft a polite reminder email for each customer with their balance
- Reference the original purchase and the account terms
- Leave every draft unsent in Gmail for your review
Done when A reminder draft exists for every overdue account.
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3
QuickBooks - confirm the synced balance
- Check the synced accounts receivable balance for each customer
- Drop anyone whose QuickBooks balance shows already paid
- Rank the final chase list by amount and days overdue
Done when The chase list is confirmed against QuickBooks and ranked by balance.
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 without me?
No. WebRun drafts every reminder and leaves it unsent in Gmail, so you review and send each one yourself.
Why check QuickBooks if GiftLogic already has the balance?
Payments sometimes post in QuickBooks before GiftLogic's charge account record updates. Checking both catches anyone who already paid so they are not chased twice.
What about a customer who disputes their balance?
WebRun only drafts a standard reminder. Any account with a note or dispute flagged in GiftLogic is left off the chase list for you to handle directly.
Related templates
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