Automated AV Invoice Collection
Every Monday, WebRun opens Jobber to find invoices past their due date, cross-checks each one in QuickBooks for payment status, drafts a polite reminder email for each unpaid balance, and posts a chase list to your team in Slack so accounts receivable is never left to pile up.
How do I automatically track and chase unpaid AV invoices?
Every Monday, WebRun scans Jobber for overdue invoices, cross-checks each in QuickBooks to confirm the balance is still outstanding, and posts a chase list to your team in Slack sorted by days overdue. Your team reviews and approves any reminder before it reaches a client, keeping cash flow moving.
- Every overdue invoice surfaces in a weekly Slack chase list sorted by urgency
- Jobber and QuickBooks are cross-checked so the team only chases genuinely unpaid balances
- Reminder drafts are ready for one-click approval, cutting time spent on collection admin
Built for AV installers · custom integrators · AV business owners · accounts receivable teams
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
app.getjobber.comin a real browser with your saved login - no setup, no API keys. -
1
Jobber - find overdue invoices
jobber.com
WebRun opens Jobber to find overdue invoices. - Open Jobber and filter invoices to those with an Overdue or Past Due status
- Capture the client name, invoice number, amount due, due date, and days overdue for each
- Note any partial payments or payment plans already in place
Done when All overdue Jobber invoices are listed with amounts, due dates, and client contact details.
-
2
QuickBooks - verify payment status
- Open QuickBooks and verify the payment status for each flagged invoice
- Confirm the outstanding balance and check for any recent payments that may have cleared after the Jobber sync
- Update the list to remove any invoices confirmed as paid in QuickBooks
Done when The chase list is reconciled between Jobber and QuickBooks, showing only genuinely unpaid balances.
-
3
Slack - post chase list to team
slack.com
WebRun opens Slack to post chase list to team. - Post the weekly chase list to the accounts Slack channel, sorted by days overdue
- List each client with the invoice number, amount outstanding, and days past due
- Note that reminder email drafts are ready in Gmail for team review before sending
Done when The team has this week's chase list in Slack with all unpaid invoices sorted by urgency.
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 payment reminders to clients without my approval?
No. WebRun prepares reminder drafts and posts a chase list to Slack, but nothing goes to a client without your team reviewing and approving first. You stay in control of every client communication about money.
What if an invoice was paid but the systems are out of sync?
WebRun cross-checks Jobber against QuickBooks on each run and removes invoices confirmed as paid in either system from the chase list, so your team only sees genuinely outstanding balances.
Can I set different thresholds for how overdue an invoice must be before it appears?
Yes. You can configure the minimum days overdue before an invoice is flagged, so the chase list surfaces only invoices past your preferred threshold rather than every invoice the day it falls due.
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