Automated Plant Account Statement Reminders
Every Monday, WebRun opens DDI Inform, finds plant accounts with an invoice past its due date, confirms the balance has not already been paid in QuickBooks, drafts a statement reminder email to each account for the AR team to review before sending, and lists every past due balance by age.
How do I automatically chase past due plant account balances?
WebRun checks DDI Inform every Monday for plant accounts with a past due invoice, confirms in QuickBooks that the balance has not already been paid, and drafts a statement reminder email in Gmail for the AR team to review before sending. Nothing goes to a customer automatically, and the team gets a clear aging list of who still owes what.
- Past due plant accounts get a drafted reminder within a week of going overdue
- Already paid accounts get dropped from the list automatically
- The AR team reviews one grouped statement per account instead of one per invoice
Built for industrial distributors · AR teams · credit managers · wholesale distribution
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.ddisystem.comin a real browser with your saved login - no setup, no API keys. -
1
DDI System (Inform ERP) - find past due plant account balances
ddisystem.com
WebRun opens DDI System (Inform ERP) to find past due plant account balances. - Open DDI Inform and filter plant accounts to invoices past their due date
- Capture the account, invoice number, amount, and days past due for each
- Group multiple past due invoices under the same account into one balance
Done when Every plant account with a past due balance is listed with its details.
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2
QuickBooks - confirm the balance is still unpaid
- Look up each flagged account's payment history in QuickBooks
- Confirm the balance has not already been paid or is mid process
- Drop any account whose payment has already cleared
Done when Every remaining past due balance has been confirmed still open in QuickBooks.
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3
Gmail - draft the statement reminder for review
gmail.com
WebRun opens Gmail to draft the statement reminder for review. - Draft a statement reminder email to each confirmed past due account
- List the open invoices, amounts, and days past due in the draft
- Leave every draft unsent in the AR team's drafts folder for review
Done when A statement reminder draft is waiting for every confirmed past due account. Nothing is sent automatically.
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 plant accounts about their balance without approval?
No. Every statement reminder is drafted and left unsent in Gmail. The AR team reviews and sends each one themselves, nothing goes to a customer automatically.
Why does it check QuickBooks if the balance is already in DDI Inform?
Payments sometimes post in QuickBooks before DDI Inform catches up. Checking both confirms the balance is genuinely still open before a reminder gets drafted for it.
How does it handle an account with several past due invoices?
It groups every past due invoice under that account into a single statement draft, so the AR team sends one reminder per account instead of one per invoice.
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