Chase Overdue Invoices Automatically
Every Monday, WebRun opens QuickBooks, pulls every invoice past its due date, drafts a polite reminder email for each customer, queues the drafts for your approval, and posts you a ranked chase list in Slack.
How can I automatically chase overdue invoices without sending emails manually?
Every Monday, WebRun opens QuickBooks, pulls every invoice past its due date, drafts a polite reminder email for each customer, queues the drafts for your approval, and posts a ranked chase list in Slack - so overdue balances get chased promptly and nothing goes out without your sign-off.
- Every overdue invoice gets a drafted reminder within 24 hours
- You approve before any email reaches a customer
- Clear prioritised chase list every Monday morning
Built for small business owners · freelancers · accountants · 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
quickbooks.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue invoices
- Open QuickBooks and go to Invoices → Overdue
- Capture customer name, invoice number, amount, and days overdue for each
- Sort the list by oldest and largest balance first
- Skip any invoice already flagged with a reminder sent this week
Done when Every overdue invoice is listed with its customer, amount, and days past due.
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2
Gmail - draft reminder emails
gmail.com
WebRun opens Gmail to draft reminder emails. - Draft a short, on-brand reminder for each customer referencing the invoice number and amount
- Leave every draft in the Drafts folder - nothing is sent automatically
- Add a subject line of 'Friendly reminder - Invoice #XXXX'
Done when A draft reminder sits in Gmail for every overdue invoice, ready for your review.
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3
Slack - send you the chase list
slack.com
WebRun opens Slack to send you the chase list. - Post a ranked list of overdue customers with amounts and days outstanding
- Include a note of how many drafts are waiting in Gmail
Done when You have this week's chase list in Slack with a count of drafts ready to send.
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 my customers without me?
Never. Every reminder is saved as a Gmail draft and waits for you to review and send. Nothing leaves your outbox on its own.
What does the reminder say?
A short, professional nudge with the invoice number, amount, and due date. Give WebRun a sample or a tone guide and it will match your voice exactly.
What about invoices that were paid after the run started?
WebRun reads live QuickBooks data at run time, so already-paid invoices are excluded automatically.
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