Automated MSP Overdue Invoice Chaser
Every Monday, WebRun opens ConnectWise Billing, finds invoices past their due date, drafts a polite payment reminder for each client in Gmail, and posts your finance team a ranked outstanding-balance list in Slack.
How do I automatically chase overdue invoices for my MSP?
Every Monday, WebRun opens ConnectWise and finds all invoices past their due date. It drafts a polite payment reminder for each client in Gmail and posts your finance team a ranked list of outstanding balances in Slack. Nothing is sent without your team reviewing it first.
- Overdue balances get a follow-up every week without manual effort
- Finance opens Slack to a ranked collections list every Monday morning
- Draft reminder emails are ready to send in seconds, not written from scratch
Built for managed service providers · MSP finance teams · IT service businesses · MSP billing managers
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
home.connectwise.comin a real browser with your saved login - no setup, no API keys. -
1
ConnectWise - find overdue invoices
connectwise.com
WebRun opens ConnectWise to find overdue invoices. - Open ConnectWise Manage and navigate to Finance then Invoices
- Filter for invoices with a status of Past Due
- Capture the client name, invoice number, amount, and days overdue for each
- Skip any invoice already sent a reminder in the past 7 days
Done when Every overdue invoice is listed with its client, amount, and days outstanding.
-
2
Gmail - draft payment reminders
gmail.com
WebRun opens Gmail to draft payment reminders. - Draft a polite, professional payment reminder for each overdue client
- Include the invoice number, amount due, and a link to pay
- Adjust tone based on how many days overdue: friendly nudge up to 14 days, firmer notice beyond 30
- Leave all drafts unsent for the finance manager to review before sending
Done when A ready-to-review draft reminder email exists in Gmail for every overdue invoice.
-
3
Slack - report outstanding balances
slack.com
WebRun opens Slack to report outstanding balances. - Post this week's outstanding-balance summary to the finance channel
- Sort by amount owed, largest first
- Flag any invoice more than 30 days overdue as a priority
Done when Finance has this week's overdue invoice list in Slack with priority flags.
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 send payment reminder emails to clients on its own?
No. WebRun drafts every reminder in Gmail and leaves it for your finance manager to review and send. No client receives a message without a human approving it first.
How does it handle clients with multiple overdue invoices?
It groups all overdue invoices by client and drafts a single consolidated reminder listing each invoice, so clients receive one clear message rather than several separate emails.
What if an invoice was already paid since the last run?
It reads the live invoice status in ConnectWise each Monday, so any invoice cleared since the last run is automatically skipped.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.