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Automated Verifone Daily Settlement Digest

Every night, WebRun opens the Verifone merchant portal, records every terminal's batch status and card volume for the day, creates a Trello card for any terminal that has not closed its batch, and sends the store manager a WhatsApp settlement summary.

Runs on WebRun · Strict Lockdown policy
Every night at 11:00 PM WebRunorchestrates each step
1 Verifone check each terminal's batch close status
2 Trello log terminals that haven't closed
3 WhatsApp send the daily settlement summary
In short

How do I know if a Verifone terminal missed its daily batch close?

WebRun checks every Verifone terminal's batch status and card volume each night, flags any terminal that has not closed its batch onto a Trello card, and sends the store manager a WhatsApp summary of total volume and outstanding terminals. A missed batch close gets caught and fixed before it delays tomorrow's deposit.

  • Missed batch closes are caught the same night, not the next morning
  • Every terminal's volume rolls up into one WhatsApp summary
  • Unclosed terminals get a Trello card instead of a forgotten email

Built for multi-location retailers · restaurant groups · store operations managers

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens www.verifone.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Verifone - check each terminal's batch close status
    verifone.com
    WebRun in Verifone: check each terminal's batch close status
    WebRun opens Verifone to check each terminal's batch close status.
    • Open the Verifone merchant portal and list every terminal's batch status for today
    • Record total card volume and transaction count per terminal
    • Flag any terminal that has not closed its batch by close of business

    Done when Every terminal's batch status and volume for today is captured.

  3. 2
    Trello - log terminals that haven't closed
    trello.com
    WebRun in Trello: log terminals that haven't closed
    WebRun logs unclosed terminals as Trello cards.
    • Create a card on the Terminal Ops board for each terminal that has not closed its batch
    • Add the terminal ID and location to the card

    Done when Every unclosed terminal has a Trello card for follow-up.

  4. 3
    WhatsApp - send the daily settlement summary
    whatsapp.com
    WebRun in WhatsApp: send the daily settlement summary
    WebRun sends the daily settlement summary in WhatsApp.
    • Send the store manager a summary of total volume and any unclosed terminals
    • Keep the message short enough to read on a phone

    Done when The manager has today's settlement summary in WhatsApp.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
www.verifone.com
ScheduleRuns automatically on this cadence
Every night at 11:00 PM
DeliveryHow each run's result reaches you
Settlement summary · WhatsApp
OutputWhat each run produces - A daily settlement summary by terminal, with unclosed batches flagged for follow-up.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

What happens if a terminal misses its batch close?

It gets a Trello card with the terminal ID and location so someone can close it out manually before it affects tomorrow's deposit.

Will WebRun close a batch or trigger a payout itself?

No. WebRun only checks batch status and volume and reports on it. It never closes a batch, initiates a payout, or moves money. Any batch action is left for a human to do in Verifone.

Does this work across multiple store locations?

Yes. It checks every terminal in the Verifone merchant portal, so a multi-location business gets one summary covering every store, not one per terminal.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.