Automated Invoicely Large Invoice Alerts
WebRun checks new Invoicely invoices against your typical average, holds a calendar slot to review anything unusually large, and messages you on WhatsApp so it gets a second look before sending.
How do I catch an unusually large invoice before it's sent?
WebRun checks every new Invoicely invoice against that client's typical amount before it goes out, and when one is unusually large it holds a review slot on your calendar and messages you on WhatsApp. Nothing is blocked or sent automatically, you get a heads up so a pricing mistake or a genuinely big invoice gets a second look first.
- Pricing mistakes get caught before the client sees them
- Only genuinely unusual invoices interrupt you
- Every flagged invoice gets a calendar slot so it's not forgotten
Built for freelancers · small agencies · multi currency billers · solo consultants
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
invoicely.comin a real browser with your saved login - no setup, no API keys. -
1
Invoicely - check new invoices against your average
invoicely.com
WebRun opens Invoicely to check new invoices against your average. - Check newly created but not yet sent invoices in Invoicely
- Compare each amount to that client's average invoice
- Flag any invoice well above the usual amount
Done when Every new invoice has been checked against the client's typical amount.
-
2
Google Calendar - hold a review slot
calendar.google.com
WebRun opens Google Calendar to hold a review slot. - Hold a short review slot on your calendar for each flagged invoice
- Include the client, amount, and how it compares to average
- Clear the hold automatically once the invoice is sent or edited
Done when A review slot exists for every flagged invoice still unsent.
-
3
WhatsApp - message you on WhatsApp
whatsapp.com
WebRun opens WhatsApp to message you on WhatsApp. - Message you when an invoice is flagged for being unusually large
- Include the client name and amount
- Skip the message when nothing is flagged
Done when You're messaged only when an invoice needs a second look.
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 stop the invoice from sending?
No. It only flags it for a second look. Sending, editing, or holding the invoice is still your decision in Invoicely.
What counts as unusually large?
An invoice well above that specific client's own average amount in Invoicely, so it adjusts per client rather than using one fixed number.
Will this message my client?
No. The WhatsApp message and calendar hold are for you only. Nothing is sent to the client automatically.
Related templates
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