Automated Time-Based Invoice Drafts
On the first of each month, WebRun opens CounselMore, totals last month's tracked, billable time per family, prepares a matching draft invoice in Stripe, and sends you a Gmail summary of what it built, all left as drafts for you to approve before a card is ever charged.
How do I create monthly invoices from tracked consulting time?
On the first of each month, WebRun totals every family's billable time in CounselMore, prepares a matching draft invoice in Stripe, and emails you a Gmail summary of the totals. Every invoice stays a draft until you approve it, so billing goes out accurately and on time without any card being charged automatically.
- Monthly billing goes out on time instead of slipping a week
- Invoices match logged hours, with already-billed time excluded
- No card is charged until you approve each Stripe draft
Built for independent educational consultants · college admissions consultants · hourly-billing practices
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
app.counselmore.comin a real browser with your saved login - no setup, no API keys. -
1
CounselMore - total billable time
counselmore.com
WebRun opens CounselMore to total billable time. - Open CounselMore and read last month's time entries per family
- Total the billable hours and apply each family's agreed rate
- Exclude any hours already invoiced or marked non-billable
Done when Every family has a clean billable total for the month.
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2
Stripe - prepare draft invoices
stripe.com
WebRun opens Stripe to prepare draft invoices. - Open Stripe and prepare a draft invoice for each family with billable time
- Add line items for hours and rate matching the CounselMore total
- Leave every invoice as a draft, never finalized or charged automatically
Done when A draft invoice exists in Stripe for each billable family.
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3
Gmail - send you the summary
gmail.com
WebRun opens Gmail to send you the summary. - Draft a Gmail summary listing each family, hours, and the draft invoice amount
- Flag anything unusual, such as a big jump from last month
- Leave it for you to review so you can approve or edit before any invoice is sent
Done when You have a Gmail summary of every draft invoice awaiting approval.
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 charge a family's card automatically?
No. WebRun only prepares draft invoices in Stripe and never finalizes or charges them. You review each draft and send or charge it yourself, so no money moves without your say-so.
How does it know what to bill?
It totals last month's billable time entries per family in CounselMore, applies each agreed rate, and skips anything already invoiced, so the draft matches the work actually logged.
What if the numbers look off?
The Gmail summary flags anything unusual, like a sharp jump from last month, so you can catch a mistracked entry before you ever send the invoice.
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