Function Point Automated Client Invoice Reminders
Every Monday, WebRun opens Function Point to match each unpaid invoice to its project and client contact, checks the exact balance and days overdue in QuickBooks, and drafts a polite reminder email in Gmail for your accounts team to review and send.
How do I remind clients about overdue invoices without chasing them manually?
WebRun matches every unpaid invoice in Function Point to its project and client contact, confirms the balance and days overdue in QuickBooks, and drafts a polite reminder in Gmail naming the invoice and amount. It leaves every draft unsent for your accounts team to review each Monday, so no payment email goes out without a person approving it first.
- Every overdue invoice gets a ready to send reminder draft each Monday
- No payment email goes out without a person reviewing it first
- Paid invoices are skipped automatically from live QuickBooks status
Built for creative agencies · advertising agencies · agency accounts teams · agency 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
hosted.functionpoint.comin a real browser with your saved login - no setup, no API keys. -
1
Function Point - match unpaid invoices to project and client
functionpoint.com
WebRun opens Function Point to match unpaid invoices to project and client. - Open Function Point and list projects with an unpaid invoice
- Match each invoice to its client contact and account owner
- Note the project name so the reminder reads personally, not generic
Done when Every unpaid invoice is matched to a project and a client contact.
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2
QuickBooks - confirm balance and days overdue
- Confirm the exact outstanding balance and days overdue for each invoice
- Skip anything paid since the last run or already on a payment plan
Done when Every overdue invoice has a confirmed balance and overdue count.
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3
Gmail - draft a payment reminder for review
gmail.com
WebRun opens Gmail to draft a payment reminder for review. - Draft a polite, on brand reminder naming the project, invoice number, and balance due
- Leave every draft unsent in Gmail for the accounts team to review
- Never send a payment reminder without a person approving it first
Done when A ready to send draft exists for every overdue invoice.
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 approving first?
No. Every reminder is left as an unsent draft in Gmail. Your accounts team reviews and sends each one, WebRun never sends a payment email on its own.
How does it know an invoice is still unpaid?
It checks the live balance in QuickBooks each Monday, so any invoice paid since the last run is skipped automatically and never gets a reminder.
Does it change the invoice or apply any late fees?
No. WebRun only drafts the reminder email. It never edits an invoice, applies a fee, or changes anything in QuickBooks.
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