Chase overdue invoices from your food manufacturing customers
Every Monday, WebRun opens QuickBooks, finds all overdue invoices past their due date, checks each customer's recent order activity in Wherefour for context, drafts a polite but firm collection email in Gmail for each overdue account, and leaves the drafts for your accounts team to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
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
app.qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue invoices
- Open QuickBooks and run the Accounts Receivable Aging report
- Filter to invoices past due by 1 or more days
- Capture customer name, invoice number, amount, due date, and days overdue for each
- Group by customer so multiple overdue invoices are handled in one email
Done when All overdue invoices are listed with amounts, due dates, and days past due.
-
2
Wherefour - check customer order context
wherefour.com How to Automate Wherefour
WebRun opens Wherefour to check customer order context. - Look up each overdue customer in Wherefour
- Note any open or recently shipped orders that provide context for the collection conversation
- Flag customers with open orders so the draft can reference the relationship
Done when Each overdue customer has context from Wherefour about open or recent orders.
-
3
Gmail - draft collection emails for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft collection emails for review. - Draft a polite, professional collection email for each overdue customer
- Reference the specific invoice numbers, amounts, and days overdue in the body
- For customers with open orders, include a brief relationship-aware note
- Leave all drafts unsent in Gmail for your accounts team to review before sending. Do not send automatically.
Done when A review-ready draft collection email exists in Gmail for every overdue customer.
How do I automatically draft overdue invoice collection emails for food manufacturing customers?
Every Monday, WebRun pulls overdue invoices from QuickBooks, checks each customer's open order context in Wherefour, and drafts a professional collection email in Gmail for every overdue account. Your accounts team reviews and sends the drafts in one pass, so collections happen consistently each week without writing emails from scratch.
- Collection emails are drafted and ready to send every Monday morning
- Accounts team reviews in one pass rather than writing each email from scratch
- Paid invoices are excluded automatically from each week's draft list
Built for food manufacturers · beverage producers · co-packers · accounts receivable teams · finance managers
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 collection emails to customers without my approval?
No. Every collection email is drafted and left unsent in Gmail for your accounts team to review. Nothing is sent to a customer until a human approves and sends the email manually.
How does it handle customers with multiple overdue invoices?
Multiple overdue invoices for the same customer are consolidated into a single email draft listing all outstanding amounts and invoice numbers, so customers receive one clear communication rather than separate emails per invoice.
What if a customer already paid between Monday and today?
WebRun reads the live invoice status in QuickBooks each Monday morning, so any invoices paid since last week are excluded from the draft list automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.