Automated Aged Receivables Digest
Every Monday, WebRun opens QuickBooks, reads open client invoices tied to your AbstractorPro abstracting work, groups the balances by client account into aging buckets, and sends you a Telegram digest of total receivables with the oldest and largest balances called out first.
How do I track aged receivables by client account?
Every Monday, WebRun opens QuickBooks and reads open client invoices tied to your AbstractorPro abstracting work. It groups each balance by client account into current, 30, 60, and 60-plus day buckets, totals what is owed, and sends you a Telegram digest with the oldest and largest balances first, so aging receivables are visible before they become bad debt.
- Aging balances surface every Monday, not at year end
- The oldest and largest debts sit at the top of the digest
- You see total receivables per client without pulling a report by hand
Built for title abstract companies · abstracting bookkeepers · title search firms · abstract company owners
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.abstractorpro.comin a real browser with your saved login - no setup, no API keys. -
1
AbstractorPro - identify billed abstracting work
abstractorpro.com
WebRun opens AbstractorPro to tie billed orders to client accounts. - Open AbstractorPro and note which delivered orders map to billed client accounts
- Read the client account and order reference for each invoiced order
- Pass those client accounts to the receivables review
Done when The billed abstracting orders and their client accounts are identified.
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2
QuickBooks - age open balances
- Open QuickBooks and pull open invoices for those client accounts
- Group each balance by client and by aging bucket: current, 1 to 30, 31 to 60, and 60 plus days
- Total the outstanding amount per client and overall
Done when Every open balance is aged and totaled by client account.
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3
Telegram - send the receivables digest
telegram.org
WebRun sends the aged receivables digest to Telegram. - Send a digest of total receivables with each client's aged balance
- Put the oldest and largest balances first
- Keep it internal to you, no client contact
Done when You have this week's aged receivables digest in Telegram.
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
Is it safe to run unattended?
Yes. This report only reads invoices in QuickBooks and order references in AbstractorPro, then sends you an internal Telegram digest. It changes nothing and contacts no client, so it is safe to run every week.
How are balances aged?
WebRun groups each open client balance in QuickBooks into current, 1 to 30, 31 to 60, and 60-plus day buckets, then totals per client and overall so the oldest debt stands out.
Does it chase the clients who owe?
No. This template only reports aged receivables to you. Chasing is a separate step you approve, so no client is contacted automatically here.
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