Automated Flex Overdue Invoice Chaser
Every Monday, WebRun opens QuickBooks Online, finds invoices past their due date, matches each one back to its job and contact in Flex Rental Solutions, drafts a polite reminder email in Gmail for every customer, and posts a Slack chase list showing who has been reminded and who is still outstanding.
How do I chase overdue invoices for AV and staging rental jobs?
WebRun opens QuickBooks Online every Monday, finds invoices past their due date, and matches each one back to its job and contact in Flex Rental Solutions. It drafts a polite reminder in Gmail for every customer, left unsent for your review, and posts a Slack chase list ranked by days overdue, so no rental balance goes uncollected quietly.
- Overdue balances get a drafted reminder every Monday without manual lookup
- Reminders reference the right job and event date automatically
- Reps review and send, nothing goes out unchecked
Built for AV rental companies · staging and lighting vendors · accounts receivable teams · rental 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
app.qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks Online - find overdue invoices
- Open QuickBooks Online and filter invoices to past due
- Capture the customer, amount, and days overdue for each
- Skip any invoice already reminded this week
Done when Every overdue invoice is listed with its amount and days overdue.
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2
Flex Rental Solutions - match each invoice to its job
flexrentalsolutions.com
WebRun opens Flex Rental Solutions to match each invoice to its job. - Match each overdue invoice to its job and billing contact in Flex Rental Solutions
- Confirm the job is closed out and not still awaiting a return or damage note
- Note the event date and job name for context on the reminder
Done when Every overdue invoice is matched to its job, contact, and event date.
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3
Gmail - draft a reminder for review
gmail.com
WebRun opens Gmail to draft a reminder for review. - Draft a polite reminder email for each customer with an overdue balance
- Reference the job name, event date, and amount due
- Leave every draft unsent in your account for your review before sending
Done when A draft reminder is ready in Gmail for every overdue invoice and left unsent.
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4
Slack - report who's still unpaid
slack.com
WebRun opens Slack to report who's still unpaid. - Post a chase list to the accounts receivable channel showing every overdue customer and balance
- Sort by days overdue, oldest first
- Note that draft reminders are ready in Gmail for review
Done when The team has this week's chase list in Slack with drafts ready for review.
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 customers without me?
No. WebRun drafts every reminder in Gmail and leaves it unsent. You review and send each one, nothing goes to a customer automatically.
How does it know an invoice is tied to a completed job, not one still in progress?
It matches each invoice back to its job in Flex Rental Solutions and checks that the job is closed out, so it does not chase a balance while gear is still out or a damage note is unresolved.
What about customers who already paid?
It reads the live invoice status in QuickBooks Online every Monday, so anyone who has paid since the last run is skipped automatically.
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