Automated EHS Consulting Invoice Chaser
Every Monday, WebRun opens QuickBooks to find overdue EHS consulting invoices, drafts a professional payment reminder in Gmail for each client, and posts you a full chase list in Telegram with amounts and days overdue, so you know exactly where your receivables stand.
How do I automatically chase overdue invoices for my EHS consulting firm?
Every Monday, WebRun opens QuickBooks, finds every overdue EHS consulting invoice, drafts a professional payment reminder in Gmail for each client, and posts a ranked chase list with totals to Telegram. Nothing is sent to a client until you review and approve the Gmail drafts.
- Every overdue invoice gets a drafted reminder within hours of Monday opening
- Consultants see their full receivables picture in Telegram each week
- No overdue account goes unchased because it was overlooked in QuickBooks
Built for EHS consulting firms · safety consultants · environmental compliance practices · EHS service businesses
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 invoices
- Open QuickBooks and filter invoices to Overdue status
- Capture the client name, invoice number, amount, original due date, and number of days overdue for each
- Skip any client already chased in the last seven days to avoid double contact
Done when Every overdue invoice is listed with client details and days outstanding.
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2
Gmail - draft polite payment reminders
gmail.com
WebRun opens Gmail to draft polite payment reminders. - Draft a polite, professional payment reminder for each overdue client referencing the invoice number, amount, and due date
- For invoices over 30 days, note that the balance is significantly overdue
- Save every reminder as a Gmail draft - do not send until you have reviewed each one
Done when A reviewed-ready draft payment reminder exists in Gmail for each overdue client.
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3
Telegram - report the weekly chase list
telegram.org
WebRun opens Telegram to report the weekly chase list. - Post the full chase list to your Telegram with client name, invoice amount, and days overdue
- Lead with the oldest or largest balances
- Include a total of all outstanding receivables at the bottom
Done when The full weekly chase list with totals is in your Telegram.
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 the reminder emails to clients automatically?
No. Every reminder is saved as a Gmail draft and waits for your review before anything is sent. You decide which ones to release each week.
What if a client already paid but QuickBooks is not updated yet?
It reads live QuickBooks status each Monday, so any invoice already marked paid or reconciled is excluded automatically from the chase list.
Can it handle multiple overdue invoices for the same client?
Yes. It groups all overdue invoices per client and references each invoice number in the reminder draft, so the client gets one clear, consolidated message.
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