Automated Hardware Contractor Account Statements
On the last business day of each month, WebRun opens Epicor Eagle, pulls the period activity for every active contractor charge account, drafts a clear statement email for each contractor in Gmail, and posts a Slack summary so you can review and send before month-end.
How do I automatically send month-end statements to contractor charge accounts?
WebRun opens Epicor Eagle on the last business day of each month, pulls the period activity for every contractor charge account, and drafts a clear statement email for each one in Gmail. It then posts a Slack summary of the total outstanding balance and overdue flags so you can review the full batch and send with confidence before month-end.
- Month-end statements drafted and ready to send on the last business day
- Overdue balances flagged for priority collection before the new month starts
- Zero manual data entry from Epicor Eagle to email
Built for independent hardware stores · hardware store owners · accounts receivable staff
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.epicor.comin a real browser with your saved login - no setup, no API keys. -
1
Epicor Eagle - pull period activity for contractor accounts
epicor.com
WebRun opens Epicor Eagle to pull period activity for contractor accounts. - Open Epicor Eagle and navigate to Accounts Receivable
- Run the monthly statement report for all active contractor charge accounts
- Capture the account name, opening balance, purchases this period, payments, and closing balance for each
- Flag any account with a balance over 30 days past due
Done when All active contractor account balances and period activity are captured.
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2
Gmail - draft statement email for each contractor
gmail.com
WebRun opens Gmail to draft statement email for each contractor. - Draft a clear, professional statement email for each contractor account
- Include the opening balance, itemized period activity, payments received, and amount now due
- Add a polite payment-due reminder for any balance more than 30 days old
- Leave every draft unsent for your review before it is sent to the contractor
Done when One unsent draft statement per active contractor account is saved in Gmail.
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3
Slack - post statement batch summary for approval
slack.com
WebRun opens Slack to post statement batch summary for approval. - Post a Slack message with the total number of statements drafted and the combined outstanding balance
- Flag accounts with balances more than 30 days past due
- Include a link to the Gmail drafts folder for bulk review and sending
Done when You have a statement batch summary in Slack with all drafts ready to review and send.
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 statements be sent to contractors without my review?
No. Every statement is saved as an unsent Gmail draft. You review the full batch before anything is sent, so no contractor receives an unreviewed statement.
What if a contractor's email address is not in Epicor Eagle?
WebRun flags any account with a missing email in the Slack summary so you can add the contact before the send date, ensuring no statement falls through the cracks.
Can it handle accounts with zero activity this month?
Yes. You can tell WebRun whether to include zero-balance accounts. By default it skips them to keep the batch focused on accounts that need attention.
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