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Automated Clear Books Invoice Chase List

Every Monday, WebRun opens Clear Books, finds invoices past their due date, and queues a reminder on each one using Clear Books' own reminder feature, left unsent for you to review and confirm. It posts the full chase list to Telegram, and for any invoice more than 30 days overdue, drafts a Twilio text to flag it for a personal call, left for you to send.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Clear Books find overdue invoices and queue reminders
2 Telegram post the chase list
3 Twilio draft a text for very overdue invoices
In short

How do I chase overdue Clear Books invoices every week without missing one?

WebRun checks Clear Books every Monday for invoices past due, queues Clear Books' own reminder on each one without sending it, and posts the full chase list to Telegram. Any invoice more than 30 days overdue gets a drafted Twilio text flagging it for a personal call, left for you to review and send.

  • Every overdue invoice has a reminder queued and ready before Monday ends
  • Invoices over 30 days overdue get flagged for a personal call, not just another email
  • The chase list is one Telegram message instead of a Clear Books search

Built for UK small business owners · freelancers · bookkeepers · sole traders

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens clearbooks.co.uk in a real browser with your saved login - no setup, no API keys.

  2. 1
    Clear Books - find overdue invoices and queue reminders
    clearbooks.co.uk
    WebRun in Clear Books: find overdue invoices and queue reminders
    WebRun opens Clear Books to find overdue invoices and queue reminders.
    • Open Clear Books and filter invoices to overdue
    • Queue Clear Books' own payment reminder for each, left unsent
    • Capture the customer, amount, and days overdue

    Done when Every overdue invoice has a queued reminder waiting for review.

  3. 2
    Telegram - post the chase list
    telegram.org
    WebRun in Telegram: post the chase list
    WebRun opens Telegram to post the chase list.
    • Post the full chase list to Telegram
    • Sort it with the oldest or largest balances first
    • Note which invoices already have a queued reminder

    Done when You have this week's chase list in Telegram.

  4. 3
    Twilio - draft a text for very overdue invoices
    twilio.com
    WebRun in Twilio: draft a text for very overdue invoices
    WebRun opens Twilio to draft a text for very overdue invoices.
    • Check for any invoice more than 30 days overdue
    • Draft a text flagging it for a personal call
    • Leave it in Twilio for you to review and send

    Done when A drafted text exists for every invoice more than 30 days overdue.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
clearbooks.co.uk
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Chase list · Telegram
OutputWhat each run produces - Overdue invoices queued for reminder, with days overdue and amount.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it send the reminder automatically?

No. The reminder is queued inside Clear Books but left unsent. You review and confirm before it goes to the customer.

Will it text me or the customer?

The drafted text is written for you, as a personal reminder to call, and stays in Twilio until you choose to send it.

What about invoices already reminded?

It reads the live reminder history in Clear Books each run, so an invoice already queued this week will not be duplicated.

Keep going

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