Automated Merchant Overdue Fee Collection Chaser
Every Monday, WebRun opens IRIS CRM, finds merchants with overdue account fees, monthly minimums, or statement charges, calculates how many days each balance has been outstanding, drafts a tiered collection email for each merchant, and posts a ranked chase list to your billing Slack channel. All emails are saved as Gmail drafts for review.
How do I automatically chase merchants for overdue account fees each week?
WebRun opens IRIS CRM every Monday, identifies merchants with overdue account fees, and drafts a tiered collection email for each in Gmail, escalating tone by days outstanding. A ranked chase list goes to your billing Slack channel, and all emails wait as drafts for your team to review before any merchant is contacted.
- Overdue merchant fees are chased every Monday without manual reporting
- Collection emails are tiered by age so tone escalates automatically
- No overdue balance goes unnoticed with a weekly ranked Slack chase list
Built for payment ISOs · billing teams · ISO back-office · merchant services finance
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
iriscrm.comin a real browser with your saved login - no setup, no API keys. -
1
IRIS CRM - find merchants with overdue account fees
iriscrm.com
WebRun opens IRIS CRM to find merchants with overdue account fees. - Open IRIS CRM and navigate to the billing or accounts receivable section
- Filter for merchants with any overdue balance (account fees, monthly minimums, or statement charges)
- For each overdue merchant, capture the amount owed, due date, and number of days outstanding
Done when All merchants with overdue balances are listed with amounts and aging.
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2
Gmail - draft tiered collection email for each merchant
gmail.com
WebRun opens Gmail to draft tiered collection email for each merchant. - Draft a collection email for each overdue merchant, tiered by age: a friendly reminder for under 15 days, a firmer notice for 15 to 30 days, and an escalation notice for over 30 days
- Include the specific amount owed, the original due date, and your payment instructions
- Save every email as a Gmail draft for your billing team to review before sending
Done when A tiered collection email draft is ready in Gmail for every overdue merchant.
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3
Slack - post ranked chase list to billing channel
slack.com
WebRun opens Slack to post ranked chase list to billing channel. - Post a ranked chase list to the billing Slack channel, sorting by days outstanding (oldest first)
- Include merchant name, amount owed, days overdue, and tier (reminder, notice, or escalation)
- Tag the billing team lead so the list is reviewed the same morning
Done when The billing team has this week's overdue fees chase list in Slack.
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 merchants about overdue fees automatically?
No. Every collection email is saved as a Gmail draft for your billing team to review and send. No merchant receives communication without a human approving it first.
How does it decide which collection tone to use?
It uses the number of days outstanding: under 15 days gets a friendly reminder, 15 to 30 days gets a formal notice, and over 30 days gets an escalation notice. You can adjust these thresholds during setup.
What if a merchant has already paid since the last run?
It reads the live balance in IRIS CRM each Monday, so any merchant who settled their account during the week is automatically removed from the chase list.
Related templates
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