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Automated Lexoffice Open Invoice Export

Every week, WebRun exports every open Lexoffice invoice to a Google Sheet and drafts a payment reminder for the oldest overdue customer, ready for you to send.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Lexoffice list every open invoice
2 Google Sheets export them to a sheet
3 Gmail draft a reminder for the oldest
In short

How do I track and chase open Lexoffice invoices every week?

WebRun exports every open Lexoffice invoice to a Google Sheet each Monday, with customer, amount, and days overdue, and drafts a polite reminder email in Gmail for whoever is most overdue. You review and send the draft yourself, so the full open balance is visible and the oldest debt gets a nudge started.

  • The full open balance is visible in one sheet every Monday
  • The most overdue customer always has a reminder ready to send
  • Settled invoices drop off the list automatically

Built for German freelancers · small businesses · bookkeepers · sole traders

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens lexoffice.de in a real browser with your saved login - no setup, no API keys.

  2. 1
    Lexoffice - list every open invoice
    lexoffice.de
    WebRun in Lexoffice: list every open invoice
    WebRun opens Lexoffice to list every open invoice.
    • Open Lexoffice and list every invoice still marked open
    • Note the customer, amount, and due date for each
    • Identify the single most overdue open invoice

    Done when Every open invoice is listed, with the most overdue one identified.

  3. 2
    Google Sheets - export them to a sheet
    google.com
    WebRun in Google Sheets: export them to a sheet
    WebRun opens Google Sheets to export them to a sheet.
    • Export the full list of open invoices to a sheet
    • Include customer, amount, due date, and days overdue
    • Keep a running total of open balance

    Done when The sheet reflects every currently open invoice.

  4. 3
    Gmail - draft a reminder for the oldest
    gmail.com
    WebRun in Gmail: draft a reminder for the oldest
    WebRun opens Gmail to draft a reminder for the oldest.
    • Draft a polite reminder addressed to the most overdue customer
    • Reference the invoice number and amount
    • Leave it in Gmail as a draft for your review, never send automatically

    Done when A ready to review draft exists for the most overdue customer.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
lexoffice.de
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Open invoices sheet · Google Sheets
OutputWhat each run produces - A Google Sheet of every open invoice and a Gmail draft reminder for the customer who is most overdue.
Spreadsheet + draft
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it email my customer automatically?

No. It only drafts the reminder in Gmail. You review and send it yourself, nothing goes out on its own.

What counts as open?

Any invoice in Lexoffice not yet marked paid, read from live status each Monday, so anything settled during the week drops off.

Does it draft a reminder for every overdue customer?

It drafts one for the single most overdue customer each run, so you're not choosing between a dozen drafts. Everyone else is still listed in the sheet.

Keep going

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