Automated Abstract Delivery Invoicing
Every few minutes, WebRun opens AbstractorPro, finds title orders newly marked delivered, reads the client, property, and fee, drafts the matching invoice in QuickBooks with the right line items, and leaves each invoice as a draft for you to review before it is sent to the client.
How do I draft an invoice when an abstract is delivered?
Every few minutes, WebRun opens AbstractorPro and finds title orders newly marked delivered. It reads the client, property, and agreed fee, drafts the matching invoice in QuickBooks with the right line items, and leaves each invoice as a draft for you to review, so billing keeps pace with delivery and nothing is sent to a client unchecked.
- Invoices are drafted within minutes of delivery, not weeks later
- Each draft matches the order's agreed fee and search type
- You review and send, so nothing is billed unchecked
Built for title abstractors · abstract companies · title search firms · abstracting bookkeepers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.abstractorpro.comin a real browser with your saved login - no setup, no API keys. -
1
AbstractorPro - find delivered orders
abstractorpro.com
WebRun opens AbstractorPro to find newly delivered orders. - Open AbstractorPro and filter to orders marked delivered since the last run
- Read the client, property, search type, and the agreed fee for each
- Skip any order that has already been invoiced
Done when Every newly delivered order is listed with its client and fee.
-
2
QuickBooks - draft the invoice
- Open QuickBooks and start a new invoice for the ordering client
- Add line items for the search type and fee, referencing the property and order number
- Save it as a draft and leave it unsent for you to review and send
Done when A draft invoice sits ready in QuickBooks for every delivered order.
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 send invoices to clients on its own?
No. WebRun creates each invoice as a draft in QuickBooks and leaves it unsent. You review the amounts and click send, so nothing is billed to a client without your approval first.
How does it know what to charge?
It reads the agreed fee and search type on each delivered order in AbstractorPro and puts those as the invoice line items, so the draft matches what the order actually agreed.
Will it invoice the same order twice?
No. WebRun skips any order already invoiced and only drafts an invoice for orders newly marked delivered, so a client is never double-billed.
Related templates
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