Automated Cerbo Dispensary Order Recap
Every night, WebRun opens Cerbo, pulls every supplement order dispensed that day, checks QuickBooks to confirm each one was invoiced and paid, and logs a recap in Google Sheets listing total items dispensed, revenue collected, and any order that still needs a bill created.
How do I reconcile dispensary orders with billing every day?
WebRun pulls every supplement order dispensed that day from Cerbo, checks QuickBooks to confirm each one was invoiced and paid, and logs a nightly recap in Google Sheets with total items dispensed, revenue collected, and any order still missing a bill. It flags gaps for staff to close instead of creating or sending invoices itself.
- Every dispensed order is checked against billing the same night, not at month end
- Unbilled orders are flagged before they're forgotten
- Month to date dispensary revenue is visible without pulling a separate report
Built for functional medicine dispensaries · integrative medicine practices · practice bookkeepers · clinic managers
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
cerbo.comin a real browser with your saved login - no setup, no API keys. -
1
Cerbo - pull the day's dispensed orders
cerbo.com
WebRun opens Cerbo to pull the day's dispensed orders. - Open Cerbo and pull every supplement order dispensed today
- Capture the patient, items, quantities, and dispensed total for each order
Done when Every order dispensed today has been captured with its total.
-
2
QuickBooks - confirm each order was invoiced
- Look up each dispensed order's matching invoice or sale in QuickBooks
- Confirm the payment was recorded and matches the dispensed total
- Flag any order that was dispensed but has no matching invoice yet
Done when Every dispensed order has been checked against QuickBooks and any unbilled order is flagged.
-
3
Google Sheets - log the daily recap
google.com
WebRun opens Google Sheets to log the daily recap. - Log the day's recap: total orders, items dispensed, and revenue collected
- List any flagged orders that still need a bill created, with the patient name
- Keep a running month to date total alongside each day's entry
Done when Today's dispensary recap is logged with a running month to date total.
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
Does this create or send any invoices itself?
No. It only checks whether an invoice already exists in QuickBooks for each dispensed order. If one is missing, it's flagged in the recap for staff to create. WebRun never generates or sends a bill on its own.
What counts as an unbilled order?
Any supplement order Cerbo shows as dispensed today that has no matching invoice or payment recorded in QuickBooks by the time the recap runs that night.
Can we see trends over the month, not just one day?
Yes. Each night's entry is added to the same Google Sheet with a running month to date total, so revenue and volume trends are visible without pulling a separate report.
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