Remind contractors about their charge account balance before it's overdue
Every Monday, WebRun opens CP Tech DistributionPlus to find every contractor charge account approaching or past its payment terms, cross-checks the balance in QuickBooks, drafts a polite reminder email for each account in Outlook without sending it, and flags any account over its credit limit for your credit team to call instead of email.
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How do I remind contractors about their charge account balance before it's overdue?
Every Monday, WebRun opens CP Tech DistributionPlus to find contractor charge accounts near or past their payment terms, confirms each balance in QuickBooks, and drafts a polite reminder email for each in Outlook without sending it. Accounts over their credit limit get flagged for a phone call instead, so your credit team always reviews before anything goes out.
- Charge account balances get a reviewed reminder before they go past due, not after
- Accounts over their credit limit are flagged for a call instead of a generic email
- Balances are confirmed against QuickBooks before any reminder is drafted, so nothing goes out on stale data
Built for PHCP wholesale distributors · credit and collections teams · branch credit managers · 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
cptechinc.comin a real browser with your saved login - no setup, no API keys. -
1
CP Tech DistributionPlus - find charge accounts near or past terms
cptechinc.com How to Automate CP Tech DistributionPlus
WebRun opens CP Tech DistributionPlus to find charge accounts near or past terms. - Open DistributionPlus and pull every contractor charge account within 5 days of its payment terms or already past due
- Capture the account name, contact, terms, and days until or past due
- Note any account currently over its assigned credit limit
Done when Every charge account near or past terms is listed with its balance status.
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2
QuickBooks - confirm the current balance
- Look up the current outstanding balance and last payment date for each flagged account in QuickBooks
- Confirm the balance matches what DistributionPlus shows before drafting anything
- Skip any account QuickBooks shows as paid in full since the DistributionPlus pull
Done when Every flagged account's balance is confirmed against QuickBooks.
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3
Outlook - draft a reminder for each account
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft a reminder for each account. - Draft a polite reminder email for each confirmed account with the balance and due date
- For accounts over their credit limit, add a note suggesting a phone call instead of an email
- Save every reminder as a draft and leave it unsent for your credit team to review
Done when A reviewed reminder draft exists in Outlook for every account near or past terms.
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 contractors about their balance without approval?
No. Every reminder is saved as an Outlook draft and left unsent. Your credit team reviews the balance and tone before sending anything to a contractor.
What happens with accounts over their credit limit?
WebRun flags those separately with a note suggesting a phone call instead of an email, since an over limit account usually needs a direct conversation, not a form reminder.
How does it make sure the balance is accurate?
It cross-checks the balance from DistributionPlus against QuickBooks before drafting a reminder, and skips any account QuickBooks shows as already paid in full.
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