Automated Bonsai Overdue Invoice Chasing
Every Monday, WebRun signs in to Bonsai, lists every invoice past its due date with the client, amount, and days overdue, drafts a polite reminder for each one and leaves it unsent for your approval, posts the full chase list and the outstanding total to Slack, and pings Telegram about anything more than 30 days late.
How do I chase overdue client invoices every week?
WebRun chases your overdue Bonsai invoices every Monday. It lists each one with the client, amount, and days overdue, drafts a polite reminder that stays unsent until you approve it, posts the chase list and outstanding total to Slack, and pings Telegram about invoices over 30 days late.
- Every overdue invoice gets a reminder drafted the same Monday
- The outstanding total is visible weekly, not at quarter end
- No client is chased without you approving the wording
Built for freelancers · consultants · creative agencies · independent contractors
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.hellobonsai.comin a real browser with your saved login - no setup, no API keys. -
1
Bonsai - find overdue invoices and draft reminders
hellobonsai.com
WebRun opens Bonsai to find overdue invoices and draft reminders. - Sign in to Bonsai and filter invoices to overdue
- Capture the client, invoice number, amount, due date, and days overdue for each
- Draft a short, polite reminder against each overdue invoice
- Leave every reminder unsent so you approve the wording and the timing
- Skip clients you already reminded within the last seven days
Done when Every overdue invoice is listed and has a reminder drafted but unsent.
-
2
Slack - post the chase list
slack.com
WebRun opens Slack to post the chase list. - Post the chase list to your finance channel, oldest invoice first
- Show the client, the amount, and the days overdue for each
- State the total outstanding so the cash position is obvious
- Note how many reminders are drafted and waiting for approval
Done when The finance channel has this week's chase list and outstanding total.
-
3
Telegram - ping on the worst debtors
telegram.org
WebRun opens Telegram to ping on the worst debtors. - Send a short ping listing invoices more than 30 days overdue
- Include the client name and the amount for each
- Flag any client with more than one overdue invoice as a pattern worth a call
- Stay quiet in a week where nothing is that late
Done when The worst overdue invoices have been surfaced in Telegram, or none qualified.
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 email clients without my approval?
No. Every reminder is drafted and left unsent in Bonsai. You read it, adjust the tone, and send it yourself, so no client ever receives a chase you did not approve.
What if a client already paid?
They are skipped. WebRun reads the live invoice status each Monday, so anyone who paid over the weekend drops off the chase list and gets no reminder drafted.
Can it change an invoice or apply a late fee?
No. Invoice amounts, due dates, and fees are never edited. WebRun reads the invoice, drafts the reminder text, and reports the position, nothing more.
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