Automated Crunch Overdue Invoice Tracking
Every Monday, WebRun opens Crunch, finds client invoices past their due date, saves the chase list to a Google Drive tracker shared with your accountant, and drafts a Twilio text reminder to each client for your review before it goes out.
How do I chase overdue Crunch invoices without doing it myself?
WebRun checks Crunch every Monday for client invoices past due, logs the chase list to a Google Drive tracker shared with your accountant, and drafts a Twilio text reminder for each overdue client. Nothing is sent automatically, so you review every reminder before it reaches a client's phone.
- Overdue invoices get a drafted reminder ready before Monday is over
- The accountant has the same up to date chase tracker you do
- Paid invoices drop off the list automatically each week
Built for Freelancers · contractors · UK small businesses · accountants
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
www.crunch.co.ukin a real browser with your saved login - no setup, no API keys. -
1
Crunch - find overdue invoices
crunch.co.uk
WebRun opens Crunch to find overdue invoices. - Open Crunch and filter invoices to overdue
- Capture the client, amount, and days overdue for each
- Skip any invoice already reminded this week
Done when Every overdue invoice is listed with its details.
-
2
Google Drive - log the chase tracker
drive.google.com
WebRun opens Google Drive to log the chase tracker. - Update the chase tracker in Google Drive with this week's overdue invoices
- Share the tracker with your accountant for visibility
- Mark invoices as reminded once a text is drafted
Done when The chase tracker reflects this week's overdue invoices, shared with your accountant.
-
3
Twilio - draft a reminder to each client
twilio.com
WebRun opens Twilio to draft a reminder to each client. - Draft a polite text reminder for each overdue client
- Reference the invoice number, amount, and due date
- Leave it in Twilio for your review before sending
Done when A drafted reminder exists for every overdue 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 text clients without me?
No. Every reminder is drafted in Twilio and left for your review. WebRun never texts a client on its own.
Can my accountant see the tracker?
Yes. The Google Drive tracker is shared with your accountant, so they have the same view of overdue invoices you do.
What about invoices that get paid mid week?
It reads the live status in Crunch each Monday, so a paid invoice will not appear in the next chase list.
Related templates
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