Automated Keap Unpaid Invoice Chasing
Every Monday, WebRun opens Keap, finds the invoices past their due date and the quotes nobody has accepted, drafts a polite reminder against each contact for you to approve, books a follow-up call for the biggest balances in Google Calendar, and posts the chase list to Microsoft Teams.
How do I chase unpaid invoices and unaccepted quotes every week?
WebRun opens Keap every Monday and lists the invoices past their due date and the quotes nobody accepted, with amounts and ages. It drafts a polite reminder against each contact for you to approve, books calls for the largest balances in Google Calendar, and posts the chase list to Microsoft Teams.
- Every overdue balance has a drafted reminder waiting for approval
- Customers who paid are dropped from the list automatically
- The biggest balances get a booked call, not just an email
Built for small business owners · service businesses · consultants · agency finance leads
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
keap.comin a real browser with your saved login - no setup, no API keys. -
1
Keap - find unpaid invoices and quotes
keap.com
WebRun opens Keap to find unpaid invoices and quotes. - Open Keap and list every invoice past its due date with the contact and amount
- List the quotes sent more than your chosen number of days ago and never accepted
- Record how many days each one has been outstanding and any payment already made
- Draft a short, polite reminder against each contact and leave it unsent for your approval
Done when Every overdue invoice and stale quote is listed with a drafted reminder waiting for approval.
-
2
Google Calendar - book the follow-up calls
calendar.google.com
WebRun opens Google Calendar to book the follow-up calls. - Book a short follow-up call for balances above the amount you set
- Put the contact, the invoice number, the amount, and the days overdue in the description
- Spread the calls across the week rather than stacking them on Monday
Done when The largest outstanding balances have a call booked to chase them.
-
3
Microsoft Teams - post the chase list
microsoft.com
WebRun opens Microsoft Teams to post the chase list. - Post this week's chase list to your team channel in Microsoft Teams
- Show the total outstanding, split between overdue invoices and unaccepted quotes
- Put the oldest and largest balances at the top
- Note which reminders are drafted and waiting for approval
Done when The team has this week's chase list and the total outstanding in Teams.
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 money without me?
No. Every reminder is drafted against the contact in Keap and left unsent. You read each one and approve it, because a payment chase sent to the wrong customer costs a relationship.
What about customers who already paid?
They are skipped. WebRun reads the live invoice status in Keap on every run, so anyone who paid since last Monday drops off the chase list without you telling it.
Does it chase quotes as well as invoices?
Yes. Quotes sent more than your chosen number of days ago and never accepted appear on the same list, because an unaccepted quote is revenue sitting still just like an overdue invoice.
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