Encompass Automated Overdue Invoice Chaser
Every Monday, WebRun opens Encompass, finds invoices past their due date, drafts a polite payment reminder for each customer in Gmail for your AR team to review before sending, and posts a prioritized chase list to your AR Telegram group showing who owes what and for how long.
How do I automatically chase overdue invoices from restaurant customers?
WebRun opens Encompass every Monday, pulls the full AR aging report, and drafts a polite payment reminder in Gmail for every overdue restaurant account, leaving each email unsent for your team to approve. It then posts a prioritized chase list to your AR Telegram group showing who owes what and how long it has been outstanding.
- AR team starts Monday with drafted reminders ready to send, not a blank inbox
- No invoice reminder sent to a restaurant without AR team sign-off
- Oldest and largest overdue balances flagged first so effort is focused
Built for foodservice distributors · broadline distributors · accounts receivable teams · finance 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
app.encompasstech.comin a real browser with your saved login - no setup, no API keys. -
1
Encompass - find overdue invoices by age and amount
encompasstech.com
WebRun opens Encompass to find overdue invoices by age and amount. - Open Encompass and open the accounts receivable aging report
- Filter to invoices past their due date
- Capture customer name, invoice number, invoice date, due date, days overdue, and balance for each
- Skip customers on a payment plan already agreed with the AR team
- Sort by days overdue descending so the oldest debts appear first
Done when Every overdue invoice is listed with full aging details, sorted by oldest first.
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2
Gmail - draft payment reminders for AR review
gmail.com
WebRun opens Gmail to draft payment reminders for AR review. - Draft a polite, on-brand payment reminder for each overdue customer
- Include the invoice number, original due date, days overdue, and balance in the body
- Leave every draft unsent in the AR team's Gmail drafts folder for review
- For balances over the review threshold, add a note to escalate to the sales rep
Done when A payment reminder draft is waiting in Gmail for every overdue customer, unsent and ready for AR review.
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3
Telegram - post weekly chase list to AR team group
telegram.org
WebRun opens Telegram to post weekly chase list to AR team group. - Post the ranked chase list to the AR team Telegram group
- Include total overdue balance, number of accounts, and the oldest invoice age in the header
- List each customer with days overdue, balance, and a note on whether a Gmail draft is ready
Done when AR team has this week's prioritized chase list in Telegram with context on every overdue account.
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 payment reminder emails to restaurant customers automatically?
No. Every reminder is drafted and left unsent in Gmail for your AR team to review and send. No email goes to a customer without a human approving it first.
What if a customer already made a partial payment?
WebRun reads the live balance from Encompass on each run, so partial payments are reflected and customers who have paid in full are removed from the chase list automatically.
Can it skip customers who have a payment arrangement?
Yes. Provide a list of account numbers currently on agreed payment plans and WebRun will skip them from drafts and the chase list until their arrangement expires.
Related templates
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