Kickserv Automated Overdue Invoice Follow-Ups
Every Monday, WebRun opens Kickserv and finds every invoice past its due date, drafts a polite follow-up email in Gmail for each overdue customer, and posts a ranked outstanding balance summary to your Slack channel so you know exactly what to chase this week.
How do I automatically chase overdue invoices for my irrigation business?
WebRun scans Kickserv every Monday for invoices past their due date, drafts a polite payment reminder in Gmail for each overdue customer, and posts a ranked balance summary to Slack for your team. Drafts are left unsent until you review them, so no payment request goes out without your approval.
- Overdue invoices are reviewed and chased every Monday without manual list-building
- Payment reminders are drafted and held for approval before reaching any customer
- Slack summary gives the team instant visibility into the week's outstanding balances
Built for irrigation contractors · sprinkler system companies · field service businesses · irrigation billing 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
app.kickserv.comin a real browser with your saved login - no setup, no API keys. -
1
Kickserv - find all overdue invoices
kickserv.com
WebRun opens Kickserv to find all overdue invoices. - Open Kickserv and filter invoices to Overdue status
- Capture customer name, invoice amount, due date, and days overdue for each
- Skip invoices already followed up in the past 7 days to avoid repeat contact
Done when Every overdue invoice is listed with the customer details and days outstanding.
-
2
Gmail - draft follow-up email for each customer
gmail.com
WebRun opens Gmail to draft follow-up email for each customer. - Draft a polite, on-brand payment reminder email for each overdue customer
- Include the invoice number, amount due, and a link to pay online if Kickserv provides one
- Leave all drafts unsent for your review - do not send automatically
Done when A Gmail draft exists for every overdue customer, awaiting your review.
-
3
Slack - post weekly outstanding balance summary
slack.com
WebRun opens Slack to post weekly outstanding balance summary. - Post a ranked list of overdue invoices to your Slack channel, largest balance first
- Flag any invoices more than 60 days overdue with a note to escalate
- Include the total outstanding amount for the week
Done when Your team has this week's overdue invoice summary in Slack.
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 customers about unpaid invoices without my approval?
No. Every follow-up email is drafted in Gmail and left unsent for you to review. No payment reminder reaches a customer until you personally approve and send it.
What stops it from chasing the same customer twice in a week?
WebRun checks whether an invoice was already followed up in the past 7 days and skips it if so, preventing repeat contact that could frustrate customers.
Can it handle invoices that are disputed or on a payment plan?
You can tag disputed invoices or those on a plan in Kickserv, and WebRun will skip any with those tags so only genuinely overdue balances are chased.
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