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For kirana store owners, small retailers & wholesale traders

Send customers a UPI link to clear their udhaar

Every morning, WebRun opens Khatabook, finds every customer with udhaar due in the next 3 days, generates a UPI collection link for the exact amount owed, drafts a friendly WhatsApp message with the link attached, sends it automatically for small balances, and leaves larger ones as a draft, with an SMS through Twilio as a backup if WhatsApp does not deliver.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 9:30 AM WebRun
1 Khatabook generate a UPI collection link
2 WhatsApp send the link to the customer
3 Twilio send an SMS backup if needed
Run a sample
In short

How do I automatically send customers a UPI link for their udhaar?

WebRun finds Khatabook customers with udhaar due within three days, generates a UPI collection link for the exact balance owed, and sends it through WhatsApp automatically under your set limit. Larger balances wait as a draft for approval, and Twilio resends the same link by SMS if WhatsApp fails, so every customer gets a working payment link.

  • Customers get a one tap payment link instead of just a reminder
  • Small balances are nudged automatically every morning
  • A working link reaches the customer even if WhatsApp does not deliver

Built for kirana store owners · small retailers · wholesale traders · shopkeepers accepting UPI

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens khatabook.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Khatabook - generate a UPI collection link
    khatabook.com How to Automate Khatabook
    WebRun in Khatabook: generate a UPI collection link
    WebRun opens Khatabook to generate a UPI collection link.
    • Open Khatabook and filter customers with udhaar due in the next 3 days
    • Generate a UPI collection link for the exact balance owed by each customer
    • Skip anyone who already paid or was sent a link in the last 24 hours

    Done when Every customer due soon has a fresh UPI collection link ready.

  3. 2
    WhatsApp - send the link to the customer
    whatsapp.com How to Automate WhatsApp
    WebRun in WhatsApp: send the link to the customer
    WebRun opens WhatsApp to send the link to the customer.
    • Draft a friendly message with the customer's name, amount, and UPI link
    • Send it automatically for balances under your auto-send limit
    • For larger balances, leave the message as an unsent draft for you to review

    Done when The UPI link has been sent or drafted for every customer due soon.

  4. 3
    Twilio - send an SMS backup if needed
    twilio.com How to Automate Twilio
    WebRun in Twilio: send an SMS backup if needed
    WebRun opens Twilio to send an SMS backup if needed.
    • Wait a few hours and check whether the WhatsApp message was delivered
    • If it was not delivered, send the same UPI link by SMS instead
    • Log which channel actually reached the customer

    Done when Every customer has received the UPI link on at least one channel.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
khatabook.com
ScheduleRuns automatically on this cadence
Every day at 9:30 AM
DeliveryHow each run's result reaches you
Link delivery log · WhatsApp
OutputWhat each run produces - A log of which customers received a UPI collection link, on which channel, and which larger balances are still waiting on your approval.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it message customers without my approval?

Only below the auto-send limit you set. Larger balances get a drafted WhatsApp message with the payment link, left unsent until you approve it.

Is the UPI link safe to send automatically?

Yes for the amounts you allow. It is generated inside Khatabook for the exact balance owed, so it can only collect what the customer already owes, nothing more.

What if the customer does not use WhatsApp?

Twilio sends the same link by SMS as a backup a few hours later if the WhatsApp message was not delivered, so the customer gets it either way.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.