Automated Ignition Invoice Chasing
Every Monday, WebRun opens Ignition, finds the firm's client invoices past their due date, drafts a polite payment reminder to each client in Gmail, leaves every draft unsent for you, and posts the team a Slack list of who still owes, how much, and how overdue.
How do I chase my firm's overdue client invoices automatically?
Every Monday, WebRun opens Ignition, finds the firm's client invoices that are past due, and notes the amount and days overdue for each. It drafts a polite payment reminder to each client in Gmail, leaves every draft unsent for you to review, and posts the team a Slack list of who still owes, so the firm's own receivables stop slipping.
- The firm's own overdue invoices surface every Monday, not at quarter end
- Each reminder is drafted and waiting, so you just review and send
- Receivables get chased consistently instead of whenever someone remembers
Built for accounting firms · tax practices · CPA firms · firm owners
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
go.ignitionapp.comin a real browser with your saved login - no setup, no API keys. -
1
Ignition - find overdue firm invoices
ignitionapp.com
WebRun opens Ignition to find the firm's client invoices that are past due. - Open Ignition and filter billing to client invoices that are past their due date
- Capture the client, the amount, and the days overdue for each
- Skip any invoice already reminded in the last week or already marked paid
Done when Every overdue firm invoice has been listed with its amount and days overdue.
-
2
Gmail - draft payment reminders
gmail.com
WebRun drafts a payment reminder for each client and leaves it unsent. - Draft a polite, on-brand payment reminder to each client referencing their specific invoice and amount
- Include the line on how to pay through Ignition
- Save every message as a draft and leave it unsent for you to review
Done when A payment-reminder draft sits ready in Gmail for every overdue invoice.
-
3
Slack - report who still owes
slack.com
WebRun posts the week's overdue-invoice list to Slack. - Post the team a short list of clients with overdue invoices, their amounts, and days overdue
- Flag the largest and oldest balances first
- Note that reminder drafts are waiting in Gmail for review
Done when The team has this week's overdue-invoice list in Slack.
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 clients without me?
No. WebRun only drafts each payment reminder in Gmail and leaves it unsent. You read every message and click send, so no reminder reaches a client without your approval first.
How does it know which invoices are overdue?
It reads the status of each client invoice in Ignition every Monday and lists only those past their due date. Anything already paid is dropped from the list automatically.
Will it remind a client who just paid?
No. WebRun checks the live invoice status in Ignition each run and skips anyone who has paid, plus anyone already reminded in the last week.
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