Automated Tally Customer Payment Reminders
Every Monday, WebRun opens TallyPrime, finds every customer with an outstanding balance past their credit period, drafts a polite reminder by WhatsApp and Gmail for each, and queues every draft for your review, so nothing reaches a customer without your approval.
How do I remind customers about outstanding balances without sounding pushy?
WebRun checks TallyPrime every Monday for customers with a balance past their credit period, then drafts a polite payment reminder by WhatsApp and a backup email in Gmail for each, referencing the exact amount and invoice numbers owed. Every draft waits in a review queue for your approval, so no reminder reaches a customer without you signing off first.
- Every overdue customer gets a drafted reminder ready by Monday morning
- You approve the exact wording before anything reaches a customer
- Customers who already paid are skipped from the queue automatically
Built for small business owners · accountants · sales teams · Tally users
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
tallysolutions.comin a real browser with your saved login - no setup, no API keys. -
1
Tally Solutions - find outstanding customer balances
tallysolutions.com
WebRun opens Tally Solutions to find outstanding customer balances. - Open TallyPrime and run the Outstanding Receivables report
- Capture every customer whose balance is past their agreed credit period
- Note the amount, invoice numbers, and days past the credit period
Done when Every customer past their credit period is listed with amount and days overdue.
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2
WhatsApp - draft a payment reminder
whatsapp.com
WebRun opens WhatsApp to draft a payment reminder. - Draft a short, polite payment reminder for each customer referencing the amount owed
- Leave every draft unsent for your review, never send automatically
- Flag the largest and oldest balances at the top of the review queue
Done when A draft WhatsApp reminder is ready for every overdue customer, waiting for your approval.
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3
Gmail - draft a backup email reminder
gmail.com
WebRun opens Gmail to draft a backup email reminder. - Draft a matching email reminder as a backup for customers without a WhatsApp number on file
- Leave every draft in Gmail for your review before sending
- Reference the same invoice numbers and amount as the WhatsApp draft
Done when A backup draft email reminder exists for every customer without a WhatsApp number.
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 message my customers without me?
Never. Every reminder is saved as a draft and waits for your review. Nothing goes out to a customer until you approve and send it yourself.
What does the reminder say?
A short, polite nudge naming the amount owed and the invoice numbers. Give WebRun a tone or an example message and it will match your voice.
What about customers who already paid?
It reads TallyPrime's live outstanding balance each Monday, so any customer who paid since the last run is left off the reminder queue automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.