Point of Rental Automated Invoice Chasing
Every morning, WebRun opens Point of Rental, finds rental orders with a balance past its due date, confirms the open invoice and amount in QuickBooks, drafts a polite text payment reminder for each customer in Twilio, and posts your accounts team a Slack chase list ranked by amount and days overdue.
How do I chase overdue rental invoices before they become bad debt?
WebRun finds rental orders with a past due balance in Point of Rental every morning, confirms each open invoice in QuickBooks, and drafts a polite payment reminder text for each customer in Twilio, stepping up the tone past 30 days. It posts your accounts team a ranked Slack chase list, so overdue balances get chased without an unreviewed text going out.
- Overdue balances are chased every morning before they age into bad debt
- Balances over 30 days automatically get a firmer reminder tone
- No text reaches a customer without a staff member reviewing it first
Built for construction equipment rental yards · rental accounts receivable teams · heavy equipment rental companies · rental billing 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
www.point-of-rental.comin a real browser with your saved login - no setup, no API keys. -
1
Point of Rental - find orders with a past due balance
point-of-rental.com
WebRun opens Point of Rental to find orders with a past due balance. - Open Point of Rental and filter orders to those with a balance past the due date
- Capture the customer, order number, amount owed, due date, and days overdue for each
- Skip any customer already reminded in the last 5 days
Done when Every order with a past due balance is listed with its details.
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2
QuickBooks - confirm the open invoice
- Look up each overdue order in QuickBooks to confirm the invoice is still open and the amount matches
- Check whether a payment plan or dispute is already on file
- Note the invoice number for each confirmed balance
Done when Every overdue balance is confirmed against an open QuickBooks invoice.
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3
Twilio - draft a payment reminder text
twilio.com
WebRun opens Twilio to draft a payment reminder text. - Draft a short, polite payment reminder text for each customer naming the amount and invoice number
- For balances over 30 days, draft a firmer second notice
- Leave every text as an unsent draft for a staff member to review and send
Done when A payment reminder draft exists for every confirmed overdue balance.
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4
Slack - post the chase list
slack.com
WebRun opens Slack to post the chase list. - Post a chase list to the accounts channel ranked by amount and days overdue
- Flag balances over 30 days for a firmer follow up
- Include the total amount outstanding for the week
Done when Accounts has today's chase list and drafted reminders in Slack.
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 customers without a person reviewing first?
No. WebRun drafts every payment reminder in Twilio and leaves it unsent. A staff member reviews and sends each text, so no customer is contacted without approval.
How does it avoid double chasing the same customer?
It skips any customer already reminded within the last 5 days, and it confirms the invoice is still open in QuickBooks before drafting a new reminder.
What if a customer paid since the last run?
WebRun confirms the live invoice status in QuickBooks each morning, so a balance paid since the last check is skipped automatically.
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