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Automated Ocean Freight Invoice Chaser

Every Monday, WebRun opens QuickBooks to find outstanding freight invoices approaching or past due, cross-references each against the delivered container record in Terminal49 to confirm the service was completed, and drafts a polite chaser email for each overdue invoice for your review before sending.

Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 QuickBooks find outstanding freight invoices near or past due
2 Terminal49 confirm delivery milestone for each invoice
3 Gmail draft chaser emails for review
In short

How do I automatically chase overdue freight invoices using container delivery data?

WebRun opens QuickBooks every Monday to find outstanding freight invoices near or past their due date, confirms each delivery milestone in Terminal49 so the chaser is factually grounded, and drafts a polite email in Gmail for your review. You approve and send each chaser yourself so no message reaches a carrier or forwarder without your sign-off.

  • Every overdue freight invoice gets a drafted chaser backed by confirmed delivery data within minutes of the Monday run
  • No chaser goes to a carrier before delivery is verified in Terminal49, eliminating disputes over undelivered shipments
  • Finance team spends minutes reviewing drafts rather than hours of manual invoice and delivery reconciliation

Built for ocean freight importers · freight forwarders · logistics finance teams · accounts receivable managers

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 app.qbo.intuit.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    QuickBooks - find outstanding freight invoices near or past due
    • Open QuickBooks and navigate to the invoice or accounts receivable list
    • Filter for outstanding freight invoices due within the next 5 days or already overdue
    • Capture the invoice number, vendor or customer name, amount, due date, and B/L or container reference on each invoice

    Done when Every overdue or near-due freight invoice is listed with its reference details and contact.

  3. 2
    Terminal49 - confirm delivery milestone for each invoice
    terminal49.com
    WebRun in Terminal49: confirm delivery milestone for each invoice
    WebRun opens Terminal49 to confirm delivery milestone for each invoice.
    • Open Terminal49 and look up each container or B/L referenced on the outstanding invoices
    • Confirm the container reached the full-out or empty-returned milestone, verifying the service was completed
    • Note the actual delivery date to include as supporting detail in the chaser

    Done when Each outstanding invoice is matched to a confirmed Terminal49 delivery milestone and delivery date.

  4. 3
    Gmail - draft chaser emails for review
    gmail.com
    WebRun in Gmail: draft chaser emails for review
    WebRun opens Gmail to draft chaser emails for review.
    • Draft a polite chaser email for each outstanding invoice addressed to the carrier or forwarder accounts contact
    • Include the invoice number, amount, due date, and confirmed delivery date from Terminal49 as supporting detail
    • Leave all draft emails unsent for your review and approval. Do not send automatically

    Done when A Gmail draft chaser exists for every outstanding freight invoice, each backed by confirmed delivery data and ready for your approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.qbo.intuit.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Invoice chaser drafts · Gmail
OutputWhat each run produces - A set of Gmail draft chaser emails for overdue freight invoices, each referencing the QuickBooks invoice details and confirmed Terminal49 delivery milestone.
Drafts
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 send chaser emails to carriers or customers automatically?

No. Every chaser email is drafted in Gmail and left unsent for your review. You read, adjust if needed, and send each one yourself before any message goes out.

Why does it cross-reference Terminal49 before drafting a chaser?

Confirming the delivery milestone in Terminal49 before chasing prevents you from sending payment requests for shipments not yet delivered, and gives you a concrete delivery date to include in the email.

What if an invoice was already paid since last week?

It reads live invoice status in QuickBooks each Monday, so any invoice marked paid or voided since the last run is skipped automatically.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.