Automated Storage Payment Overdue Reminders
Every Monday, WebRun opens BiT DMS and QuickBooks, finds seasonal storage invoices past their due date, drafts a payment reminder text to each customer in Twilio, and gives your office manager a ranked list of who still owes and for how long.
How do I automatically chase overdue golf cart storage payments?
Every Monday, WebRun checks BiT DMS for storage accounts linked to an invoice, confirms the balance and days overdue in QuickBooks, and drafts a payment reminder text in Twilio for each unpaid customer, oldest first. Your office manager reviews and sends each approved reminder, so overdue storage payments get chased without an awkward phone call.
- Overdue storage accounts get a drafted reminder every Monday, oldest first
- Office managers chase payments without making an awkward phone call
- Customers who already paid are skipped automatically after a QuickBooks check
Built for golf cart dealers · LSV storage operators · dealership office managers · seasonal storage businesses
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
bitdms.comin a real browser with your saved login - no setup, no API keys. -
1
BiT DMS - find storage accounts linked to an overdue invoice
bitdms.com
WebRun opens BiT DMS to find storage accounts linked to an overdue invoice. - Open BiT DMS and pull the active storage account list with linked invoice numbers
- Cross-check each invoice against QuickBooks for paid status
- Capture the customer, unit, and phone number for each unpaid account
Done when Every storage account with an unpaid invoice is listed with its customer contact details.
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2
QuickBooks - confirm the balance and days overdue
- Look up the balance and days overdue for each unpaid storage invoice
- Sort accounts by days overdue, oldest first
- Skip any invoice paid since the last run
Done when Every overdue storage invoice has a confirmed balance and days-overdue count.
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3
Twilio - draft a payment reminder for each customer
twilio.com
WebRun opens Twilio to draft a payment reminder for each customer. - Draft a polite payment reminder text for each customer naming the balance and days overdue
- Include a link to pay online
- Leave every message as a draft. Do not send any text
Done when A draft payment reminder exists for every overdue storage account, oldest first.
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 text the customer for payment without review?
No. WebRun only drafts the reminder text in Twilio. Your office manager reviews the queue and sends each one, so no customer gets a payment text unapproved.
How does it confirm an invoice is actually still unpaid?
It cross-checks each storage invoice against the live payment status in QuickBooks every Monday, so a customer who paid over the weekend is not chased by mistake.
Does it charge a card or take payment on its own?
No. It only drafts a reminder with a link to pay. WebRun never charges a card or processes a payment itself.
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