Chase wholesale invoices without the awkward calls
Every Monday, WebRun opens QuickBooks and finds wholesale invoices that are past their due date. It cross-references the accounts against your FlexiBake wholesale customer list, drafts a polite payment reminder for each overdue account in Gmail, and posts a summary of outstanding balances to Slack for your review before any email is sent.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase overdue wholesale bakery invoices?
Every Monday, WebRun opens QuickBooks and finds all overdue wholesale invoices. It cross-references account details in FlexiBake, drafts a polite payment reminder for each overdue account in Gmail, and flags accounts more than 30 days overdue for escalation. Every draft waits for your review before it reaches the customer.
- Overdue wholesale invoices chased every week without any manual tracking
- Accounts with special terms flagged before any reminder is sent
- No payment reminder reaches a customer without your review and approval
Built for bakeries with wholesale accounts · artisan food producers · commercial bakeries · bakery finance managers
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
quickbooks.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue wholesale invoices
- Open QuickBooks and filter invoices to overdue status
- Identify all wholesale customer invoices past their due date
- Capture the customer name, invoice number, amount due, due date, and days overdue for each
Done when All overdue wholesale invoices are listed with amounts and days overdue.
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2
FlexiBake - cross-reference wholesale accounts
flexibake.com
WebRun opens FlexiBake to cross-reference wholesale accounts. - Open FlexiBake and look up the contact email and account manager for each overdue wholesale customer
- Note any accounts on payment plans or with special terms that should be handled differently
- Flag accounts more than 30 days overdue for escalation
Done when Contact details and any special terms are noted for every overdue wholesale account.
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3
Gmail - draft polite payment reminders for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft polite payment reminders for review. - Draft a polite, professional payment reminder for each overdue wholesale account
- Include the invoice number, amount due, due date, and days overdue in the email body
- Leave every email as a draft for your review before sending. Do not send without approval
Done when A payment reminder draft is ready in Gmail for each overdue wholesale 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 wholesale customers without my approval?
No. Every payment reminder is created as a Gmail draft for your review. Nothing is sent to any wholesale account until you approve and send it yourself.
What about accounts on a payment plan or with extended terms?
WebRun reads the account notes in FlexiBake and flags any accounts with special terms so you can handle them differently before approving the reminder draft.
What if an invoice was already paid since the last Monday run?
WebRun reads the live invoice status from QuickBooks on each run, so any invoices settled since last week are automatically excluded from the reminder batch.
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