Automated mHelpDesk Overdue Invoice Chasing
Every Monday, WebRun opens mHelpDesk, finds invoices past their due date, drafts a polite reminder for each customer to review, posts a chase list to the office team on Slack, and sends a Telegram ping about the oldest balances.
How do I chase overdue mHelpDesk invoices every week?
WebRun checks mHelpDesk every Monday for invoices past their due date, drafts a polite reminder for each customer for your review, and posts a chase list to the office team on Slack. Balances over 30 days old also get a Telegram ping, so overdue invoices get followed up before they age further.
- Overdue invoices are chased weekly instead of forgotten in the queue
- Reminders are drafted and ready, not sent without review
- The oldest balances get flagged for priority follow-up
Built for field service businesses · home service contractors · office managers · service business bookkeepers
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
www.mhelpdesk.comin a real browser with your saved login - no setup, no API keys. -
1
mHelpDesk - find invoices past due
mhelpdesk.com
WebRun opens mHelpDesk to find invoices past due. - Open mHelpDesk and filter invoices to past due
- Capture the customer, job, amount, and days overdue for each
- Draft a polite reminder for each customer and leave it unsent
Done when Every overdue invoice has a drafted reminder ready for review.
-
2
Slack - post the chase list to the office
slack.com
WebRun opens Slack to post the chase list to the office. - Post the overdue invoice list to the office channel
- Group by days overdue, oldest first
- Note which reminders are drafted and waiting for approval
Done when The office team has this week's chase list in Slack.
-
3
Telegram - ping about the oldest balances
telegram.org
WebRun opens Telegram to ping about the oldest balances. - Send a Telegram ping about invoices over 30 days overdue
- Include the customer and amount owed
- Never send the reminder yourself. Leave that approval to the office manager
Done when A ping has gone out for every invoice over 30 days overdue.
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 their overdue invoice?
No. WebRun only drafts a polite reminder and leaves it for your review. It never sends a reminder to a customer on its own.
How does it prioritize the list?
Invoices are grouped by days overdue, with the oldest balances at the top, and anything over 30 days also gets a separate Telegram ping.
What happens once an invoice is paid?
It reads the live status in mHelpDesk each Monday, so a paid invoice drops off the chase list automatically.
Related templates
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