Review pharmacy credit accounts the moment a payment lands
Each time a payment lands, WebRun checks rfxcel for shipments currently on hold for that account, pulls the updated balance, credit limit, and days-past-due from NetSuite, and drafts a past-due notice to accounts still significantly over terms in Outlook for your review.
- No credit card
- Under $0.01 per run
- Cancel anytime
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.rfxcel.comin a real browser with your saved login - no setup, no API keys. -
1
rfxcel - check shipments on hold for the account
rfxcel.com How to Automate rfxcel
WebRun opens rfxcel to check shipments on hold for the account. - Check rfxcel for any shipment currently on hold for the account that just paid
- Note the value and age of anything on hold
- Flag if a hold can now be reviewed for release given the new payment
Done when The account's on-hold shipments are listed with value and age.
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2
NetSuite - update balance, limit, and days past due
netsuite.com How to Automate NetSuite
WebRun opens NetSuite to update balance, limit, and days past due. - Pull the account's updated balance, credit limit, and days-past-due after the payment posts
- Calculate how much credit headroom the account now has
- Compare against your policy for accounts still over terms
Done when The account's post-payment balance, limit, and days-past-due are current.
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3
Outlook - draft the past due notice
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft the past due notice. - Draft a past-due notice for any account still significantly over terms after the payment
- State the remaining balance and the oldest unpaid invoice plainly
- Leave the notice unsent in Outlook for your review
Done when A draft notice is ready for any account still over terms, none sent without your review.
How do I keep pharmacy customer credit accounts current after every payment?
WebRun checks rfxcel for shipments on hold and pulls the updated balance, credit limit, and days-past-due from NetSuite every time a payment posts. For any account still significantly over terms, it drafts a past-due notice in Outlook for your review. Nothing is released or sent to the pharmacy without your team's approval.
- Credit accounts reflect the real balance the moment a payment posts
- Past due notices are drafted the same day an account falls behind
- Shipment holds and releases stay a human decision, every time
Built for pharmaceutical wholesalers · drug distributors · credit and collections teams · AR managers
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 the pharmacy about their balance without me?
No. WebRun drafts a past-due notice and leaves it unsent in Outlook whenever an account is still significantly over terms. You review and send it yourself.
Does it release a shipment that is on hold?
No. It only reports what is on hold in rfxcel and whether the new payment might justify a release. Releasing a hold is still your team's call.
How current is the credit picture it shows me?
It refreshes the moment a payment posts in NetSuite, so you are looking at the account's actual current balance and limit, not a stale end-of-month snapshot.
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