Automated Invoice2go Recurring Invoice Tracking
WebRun checks Invoice2go for recurring invoices due to go out this week, logs the schedule to Notion, and exports the full list to a Google Sheet so you always know what's billing next.
How do I track upcoming Invoice2go recurring invoices in one place?
WebRun checks Invoice2go every Monday for recurring client invoices due in the next 7 days, logs the schedule to Notion, and exports the full list with amounts to a Google Sheet. You get a running total of expected recurring revenue and a flag on anything that looks paused, so no repeat bill quietly stops going out.
- A paused recurring invoice gets flagged the same week, not months later
- Expected recurring revenue is visible every Monday
- Notion and the sheet always match what Invoice2go has scheduled
Built for tradespeople · mobile service businesses · freelancers · small contractors
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
invoice2go.comin a real browser with your saved login - no setup, no API keys. -
1
Invoice2go - check upcoming recurring invoices
invoice2go.com
WebRun opens Invoice2go to check upcoming recurring invoices. - Open Invoice2go and list recurring or repeat client invoices due in the next 7 days
- Note the client, amount, and scheduled date for each
- Flag any recurring invoice that looks paused or overdue to send
Done when Every recurring invoice due this week is listed with its date.
-
2
Notion - log the schedule to Notion
notion.so
WebRun opens Notion to log the schedule to Notion. - Log each upcoming recurring invoice to your billing schedule page
- Mark its status as scheduled, paused, or overdue
- Update last week's entries to reflect what actually went out
Done when The Notion billing schedule matches this week's recurring invoices.
-
3
Google Sheets - export the list to Sheets
google.com
WebRun opens Google Sheets to export the list to Sheets. - Export the full list of upcoming recurring invoices to a sheet
- Include client, amount, frequency, and next date
- Keep a running total of expected recurring revenue for the week
Done when The sheet reflects this week's full recurring invoice schedule.
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 it send the recurring invoices itself?
No. It only reads what Invoice2go already has scheduled and reports it. Sending recurring invoices is still handled inside Invoice2go.
What if a recurring invoice looks paused?
It flags it in both Notion and the sheet so you can check whether that was intentional before the client notices a missed bill.
How current is the recurring revenue total?
It's recalculated every Monday from Invoice2go's live schedule, so cancelled or changed recurring invoices are reflected the same week.
Related templates
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