Draft Overdue Invoice Reminders
Every Monday, WebRun opens QuickBooks, identifies invoices that are past due, drafts a professional payment-reminder email for each overdue client, saves every email as a Gmail draft for your review, and posts an outstanding-balances list to Slack.
How can I automatically draft overdue invoice reminders for client review?
Every Monday, WebRun opens QuickBooks, identifies invoices that are past due, drafts a professional payment-reminder email for each overdue client, saves every email as a Gmail draft for your review, and posts an outstanding-balances list to Slack - so no overdue invoice goes unaddressed and no reminder goes out without approval.
- Every overdue invoice gets a reminder draft every Monday without manual searching
- Attorneys review and send from Gmail drafts - nothing goes to a client unapproved
- Outstanding balances visible to the whole team in Slack
Built for law firm billing managers · small law firms · solo practitioners · legal accounting staff
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
qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue invoices
- Open QuickBooks and run the Accounts Receivable Aging report
- Filter to invoices past their due date; capture client name, invoice number, amount, and days overdue
- Sort by days overdue descending to prioritise the oldest balances first
Done when All overdue invoices are listed with client contact details and amounts.
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2
Gmail - draft reminder emails for review
gmail.com
WebRun opens Gmail to draft reminder emails for review. - Draft a polite, professional payment-reminder email for each overdue client referencing the specific invoice number and amount
- Adjust tone based on days overdue - courteous for under 30 days, firmer for 60+ days
- Save every email as a Gmail draft; do not send any of them
Done when A draft reminder exists for every overdue client, queued for your review.
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3
Slack - post outstanding-balances summary
slack.com
WebRun opens Slack to post outstanding-balances summary. - Post a weekly outstanding-balances summary to the billing channel with client name, amount, and days overdue
- Flag any invoice over 90 days for escalation discussion
Done when The billing team has a clear view of who owes what and how long it has been outstanding.
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 me reviewing first?
No. Every reminder is saved as a Gmail draft. You decide which ones to send, and when - no client communication goes out on its own.
Can it handle multiple invoices for the same client?
Yes. It groups multiple overdue invoices per client into a single consolidated reminder draft so the client receives one clear message, not a flood of emails.
What if a client paid since the last run?
WebRun reads live QuickBooks data each Monday, so any invoice paid before the run is automatically excluded from the chase list.
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