Automated House Account Reminders
Every Monday, WebRun opens GiftLogic, finds house accounts carrying a past-due balance, confirms each amount against QuickBooks, and drafts a polite, on-brand reminder email in Gmail that stays unsent until you review it.
How do I remind customers about overdue house account balances?
Every Monday WebRun finds house accounts with a past-due balance in GiftLogic and confirms each amount against QuickBooks. It then drafts a polite, on-brand reminder email in Gmail with the balance and due date, left unsent for you to review and send, so regulars are chased gently and only with your approval.
- Overdue regulars get a gentle nudge, not an awkward call
- Paid accounts are skipped from live QuickBooks balances
- Nothing reaches a customer until you approve the draft
Built for gift shop owners · museum store managers · retailers with charge accounts · bookkeepers
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
giftlogic.comin a real browser with your saved login - no setup, no API keys. -
1
GiftLogic - find past-due house accounts
giftlogic.com
WebRun opens GiftLogic to find past-due house accounts. - Open GiftLogic house accounts
- List accounts with a balance past its due date
- Capture the customer, amount owed, and days overdue
Done when Every past-due house account is listed with its balance.
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2
QuickBooks - confirm the balance owed
- Open QuickBooks and match each customer's open balance
- Confirm the amount and any recent payments
- Skip anyone already settled since the last run
Done when Each overdue balance is confirmed against QuickBooks.
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3
Gmail - draft a polite reminder
gmail.com
WebRun opens Gmail to draft a polite reminder. - Draft a polite, on-brand reminder for each customer with their balance and due date
- Keep the tone warm since these are regulars
- Leave every email as an unsent draft for you to review and send
Done when A reminder is drafted, unsent, for each overdue account.
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 my customers without me?
No. Every reminder is left as an unsent Gmail draft. You read it, adjust the tone if you like, and send it yourself, so no regular is contacted without your approval.
How does it avoid chasing someone who already paid?
It confirms each open balance against QuickBooks every run, so anyone who has settled since the last check is skipped and never gets a reminder.
Can I set how warm the reminders sound?
Yes. Give WebRun a tone or a sample message and it matches your voice, which matters when the overdue account is a loyal regular.
Related templates
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