Automated NEMT Overdue Invoice Chasing
Every Monday, WebRun opens QuickBooks, finds invoices past their due date, drafts a polite payment reminder email for each overdue broker or facility, queues every draft in Gmail for billing staff review, and posts a chase list to Slack so nothing ages without a follow-up.
How do I automatically chase overdue invoices for my NEMT business?
WebRun opens QuickBooks every Monday, identifies all overdue broker and facility invoices, and drafts a polite payment reminder email in Gmail for each account. The full chase list is posted to Slack with amounts and days overdue, and no reminder is sent until a billing staff member reviews and approves the drafts.
- Overdue invoices are chased every Monday without billing staff manually pulling QuickBooks reports
- Large balances are flagged for individual attention before a generic reminder goes out
- Every reminder is reviewed by a human before it reaches a broker or facility
Built for NEMT billing managers · medical transport finance teams · paratransit accounts receivable
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue invoices
- Open QuickBooks and filter invoices to Overdue status
- Capture the customer name, invoice number, amount, due date, and days overdue for each
- Skip invoices already followed up this week
Done when Every overdue invoice is listed with its details and days past due.
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2
Gmail - draft payment reminder per account
gmail.com
WebRun opens Gmail to draft payment reminder per account. - Draft a polite payment reminder email for each overdue account including the invoice number, amount, and due date
- For invoices under the auto-draft threshold, save as a draft in Gmail for review
- For larger balances, flag the draft with high priority for individual staff attention
- Do not send any email without staff review
Done when One Gmail draft exists for every overdue account, unsent and ready for billing staff review.
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3
Slack - post chase list and queue drafts for review
slack.com
WebRun opens Slack to post chase list and queue drafts for review. - Post the weekly chase list to the billing Slack channel: total overdue count, total amount outstanding, and largest balances first
- Note how many Gmail drafts are ready for review
- Flag any invoice more than 60 days overdue for escalation
Done when Billing team has a Slack chase list and Gmail drafts ready to review and send.
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 reminders without staff approval?
No. Every reminder is saved as a Gmail draft. Billing staff review the chase list in Slack and decide which drafts to send. Nothing goes out automatically.
What happens with very large overdue balances?
Invoices above a threshold you set are flagged with high priority in the Slack chase list so a staff member can give them individual attention before sending the reminder.
Does it work with broker accounts as well as facility invoices?
Yes. It reads all overdue invoices from QuickBooks regardless of customer type, so both broker accounts and facility invoices appear in the same chase list.
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