Automated LTL Freight Invoice Chasing
Every Monday, WebRun opens QuickBooks to find overdue LTL freight invoices, cross-checks each against SMC3 delivery confirmation, drafts a polite reminder email for every outstanding balance, and leaves the drafts in Gmail for your AR team to review before sending.
How do I automatically chase overdue LTL freight invoices and verify delivery first?
WebRun opens QuickBooks every Monday to find overdue LTL freight invoices, cross-checks each against delivery confirmation in SMC3, and drafts a polite payment reminder in Gmail for every confirmed-delivered balance so your AR team can review and send chasers without any manual research or data pulling.
- Every overdue invoice gets a delivery-verified reminder drafted before Monday ends
- AR team never chases an invoice where delivery is unconfirmed
- Draft reminders reduce manual research time by pulling invoice and POD data in one run
Built for freight brokers · 3PLs · AR teams · LTL carriers
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
quickbooks.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue LTL freight invoices
- Open QuickBooks and filter accounts receivable to freight invoices past their due date
- Capture customer name, invoice number, amount, due date, and days overdue for each
- Sort by days overdue to prioritize the oldest balances
Done when Every overdue LTL freight invoice is listed with its customer, amount, and aging.
-
2
SMC3 - verify delivery confirmation for each invoice
smc3.com
WebRun opens SMC3 to verify delivery confirmation for each invoice. - Look up the PRO number associated with each overdue invoice in SMC3
- Confirm that the shipment was delivered and a POD exists
- Flag any invoice where delivery cannot be confirmed so those are set aside for manual review
Done when Each overdue invoice is either confirmed delivered or flagged for manual review.
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3
Gmail - draft customer reminder emails for AR review
gmail.com
WebRun opens Gmail to draft customer reminder emails for AR review. - Draft a polite, professional payment reminder for each confirmed-delivered invoice
- Include the invoice number, amount due, due date, and PRO number in each draft
- Leave all drafts unsent in Gmail for the AR team to review and approve before sending
Done when A payment reminder draft is queued in Gmail for every confirmed overdue invoice.
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 automatically?
No. WebRun drafts every reminder in Gmail and leaves it unsent. Your AR team reviews each one before any email goes to a customer.
What happens if delivery cannot be confirmed in SMC3?
Any invoice where SMC3 cannot confirm delivery is flagged separately and excluded from the draft queue. Your team reviews those manually before any chase action.
Can it handle partial payments or credit memos?
Yes. It reads the live balance in QuickBooks each run, so invoices with partial payments show the correct outstanding amount in every draft reminder.
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