Automated Billdu Estimate to Invoice Conversion
Every Monday, WebRun opens Billdu, finds estimates a client accepted with no matching invoice, drafts an invoice for each one and leaves it unsent, logs the total value sitting unbilled in Airtable, and posts the list to Microsoft Teams for you to approve.
How do I turn accepted estimates into invoices I have not raised yet?
WebRun catches unbilled work every Monday. It opens Billdu, finds estimates a client accepted with no matching invoice, drafts each invoice from the estimate's line items and leaves it unsent, logs the unbilled total in Airtable, and posts the list to Microsoft Teams for approval.
- Agreed work stops going unbilled
- Every invoice is drafted but approved by a person before sending
- The total value sitting unbilled is visible every Monday
Built for tradespeople · small business owners · freelancers · service contractors
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
my.billdu.comin a real browser with your saved login - no setup, no API keys. -
1
Billdu - find accepted estimates with no invoice
billdu.com
WebRun opens Billdu to find accepted estimates with no invoice. - Open Billdu and filter estimates to accepted
- Check each accepted estimate for an invoice covering the same client and amount
- Note the client, the amount, the products or services listed, and the date it was accepted
- Draft an invoice for each unbilled estimate, carrying over the line items, and leave it unsent for your review
Done when Every accepted estimate is either matched to an invoice or has a draft invoice waiting.
-
2
Airtable - log the unbilled value
airtable.com
WebRun opens Airtable to log the unbilled value. - Add a row per unbilled estimate with the client, amount, and how long since it was accepted
- Close off rows from previous weeks that have since been invoiced
- Total the value sitting unbilled so the number is visible week to week
Done when Airtable holds one row per unbilled estimate and a running unbilled total.
-
3
Microsoft Teams - post the list to approve
microsoft.com
WebRun opens Microsoft Teams to post the list to approve. - Post the week's unbilled list to your finance channel in Microsoft Teams
- Lead with the total value unbilled and the oldest accepted estimate
- Say how many invoices are drafted and waiting for approval in Billdu
Done when The team has this week's unbilled list and draft count in Teams.
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 invoices to clients?
No. Each invoice is drafted in Billdu from the accepted estimate and left unsent. You review the amounts and line items, then send it yourself.
How does it know an estimate was never billed?
It reads accepted estimates in Billdu and looks for an invoice covering the same client and amount. Anything with no match is treated as unbilled.
What if the job scope changed since the estimate?
The draft carries the estimate's line items across as a starting point. You edit the amounts or services before sending, so a changed scope is caught at review.
Related templates
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