Automated Beverage Distributor Credit-Hold Worklist
Every morning, WebRun opens VIP to pull all accounts on credit hold, cross-checks their outstanding balances in QuickBooks, and posts a prioritized worklist to Slack for the credit team, showing hold reason, days on hold, balance owed, and any orders currently blocked.
How do I automatically generate a credit-hold worklist for my beverage distribution accounts?
Every morning, WebRun pulls all credit-hold accounts from VIP, verifies their outstanding balances in QuickBooks including any overnight payments, and posts a prioritized Slack worklist to the credit team with hold reason, days on hold, balance owed, and blocked orders, so every release decision is made with complete information before orders are affected.
- Credit team starts every day with a complete, prioritized credit-hold worklist
- Accounts ready for release flagged automatically based on QuickBooks payment confirmation
- No credit-hold account slips through with blocked orders unresolved
Built for beverage distributors · credit teams · accounts receivable managers · beer and wine wholesalers
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
apps.vtinfo.com/beveragein a real browser with your saved login - no setup, no API keys. -
1
VIP - pull credit-hold account list
vtinfo.com
WebRun opens VIP to pull credit-hold account list. - Open VIP and filter accounts to those currently flagged as credit hold
- Capture account name, hold reason, date placed on hold, credit limit, and any orders currently blocked
- Note how long each account has been on hold
Done when All credit-hold accounts are listed with hold reason, days on hold, and blocked orders.
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2
QuickBooks - verify outstanding balances
- Look up each credit-hold account in QuickBooks to confirm current outstanding balance
- Check for any payments received since the hold was placed
- Note accounts whose balance has been cleared or partially reduced
Done when Outstanding balances confirmed in QuickBooks for all credit-hold accounts.
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3
Slack - post credit-hold worklist
slack.com
WebRun opens Slack to post credit-hold worklist. - Post the credit-hold worklist to the credit team channel
- Sort by days on hold and number of blocked orders to show the most urgent accounts first
- Include hold reason, balance owed, and whether a payment has been received since the hold was set
- Highlight any account whose balance cleared in QuickBooks as a candidate for immediate release
Done when Credit team has today's prioritized credit-hold worklist 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 release an account from credit hold automatically?
No. WebRun identifies which accounts may be ready for release based on confirmed payment, but the credit team makes the release decision and updates VIP manually.
What if an account paid but the hold has not been removed yet?
Accounts whose balance cleared in QuickBooks since the hold was placed are flagged in the Slack worklist as candidates for immediate release so the credit team can act the same morning.
How does it handle accounts with multiple overdue invoices?
It shows the total outstanding balance from QuickBooks alongside the number of blocked orders in VIP, giving the credit team a complete picture for each account in a single view.
Related templates
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