Automated QuoteIQ Unpaid Invoice Chaser
Every Monday, WebRun opens QuoteIQ, finds invoices past their due date, confirms each one's live payment status in QuickBooks Online so nothing already paid gets chased, and drafts a short Twilio payment reminder text for each customer, ready for the office to review and send.
How do I chase unpaid kitchen exhaust cleaning invoices every week?
WebRun finds invoices past due in QuoteIQ every Monday, confirms each one is still unpaid against QuickBooks Online so nothing already settled gets chased, and drafts a short Twilio payment reminder text for each customer. Every text stays unsent for the office to review, so unpaid balances get chased weekly without an unreviewed message reaching a customer.
- Past due invoices get a drafted reminder every Monday instead of aging untouched
- Already paid invoices are dropped automatically so no customer gets chased twice
- No payment text reaches a customer without office review
Built for kitchen exhaust cleaning company owners · hood cleaning bookkeepers · field service billing coordinators · commercial cleaning accounts receivable teams
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
myquoteiq.comin a real browser with your saved login - no setup, no API keys. -
1
QuoteIQ - find invoices past their due date
myquoteiq.com
WebRun opens QuoteIQ to find invoices past their due date. - Open QuoteIQ and filter invoices to past due
- Capture the account, amount, invoice date, and days overdue for each
- Skip any invoice already reminded in the past 7 days
Done when Every past due invoice is listed with its amount and days overdue.
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2
QuickBooks Online - confirm each invoice is still unpaid
- Look up each past due invoice in QuickBooks Online to confirm it's still unpaid
- Drop any invoice that shows as paid or in a payment plan in QuickBooks Online
- Note the confirmed outstanding balance for each remaining invoice
Done when Every invoice on the chase list has a confirmed, still unpaid balance.
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3
Twilio - draft the payment reminder text
twilio.com
WebRun opens Twilio to draft the payment reminder text. - Draft a short, polite payment reminder text for each customer with the amount and days overdue
- Include a link or number to pay or call with questions
- Leave every text as a draft for the office to review. Do not send to the customer automatically
Done when A draft payment reminder text is queued in Twilio for every confirmed unpaid invoice.
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 about their bill without my office approving it?
No. Every reminder is drafted in Twilio and left unsent. Your office reviews and sends each text, so no customer gets an automated payment message without a human checking it first.
How does it avoid chasing someone who already paid?
It confirms each invoice's live status in QuickBooks Online before drafting a reminder, so anyone who paid since the invoice went out, even minutes ago, is dropped from the list automatically.
Will it re-chase the same invoice every week?
It skips any invoice already reminded in the past 7 days, so a customer isn't texted again the following Monday if the last reminder is still fresh.
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