Automated Pennylane Receivables Digest
Every Monday morning, WebRun opens Pennylane, pulls every customer invoice that is still unpaid, sorts it into age buckets, writes each one into an Airtable receivables base, and posts you a short Telegram digest naming the oldest and largest balances.
How do I get a weekly list of unpaid invoices from Pennylane?
WebRun opens Pennylane every Monday, lists every customer invoice still unpaid, and sorts each one into an age bucket by days past due. It logs the balances in Airtable and posts a Telegram digest naming the oldest and largest debts, so you start the week knowing exactly who to chase.
- You start every week knowing exactly who owes you and for how long
- Ageing balances live in one Airtable base instead of a spreadsheet nobody updates
- Invoices that slip into a worse age bucket get flagged the week it happens
Built for small business owners · bookkeepers · accounting firms · finance 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
app.pennylane.comin a real browser with your saved login - no setup, no API keys. -
1
Pennylane - list unpaid customer invoices
pennylane.com
WebRun opens Pennylane to list unpaid customer invoices. - Open Pennylane and go to your customer invoices
- Filter to invoices that are issued but not yet paid
- Capture the customer, invoice number, amount, issue date, and due date for each
- Work out how many days past due each one is
Done when Every unpaid customer invoice is listed with its amount and days overdue.
-
2
Airtable - log the ageing balances
airtable.com
WebRun opens Airtable to log the ageing balances. - Open your receivables base in Airtable
- Add or update one row per unpaid invoice with customer, amount, and days overdue
- Tag each row into an age bucket: not yet due, 1 to 30 days, 31 to 60 days, or over 60 days
- Mark rows as settled when the invoice no longer appears as unpaid
Done when The Airtable base matches this week's unpaid list in Pennylane.
-
3
Telegram - send you the chase list
telegram.org
WebRun opens Telegram to send you the chase list. - Post a short digest with the total outstanding and the count per age bucket
- Name the five oldest and the five largest balances with their customers
- Flag anything that crossed into a worse age bucket since last week
- Keep it internal. Never message the customer from this run
Done when You have this week's chase list in Telegram.
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 my customers a reminder?
No. This run is internal only. WebRun writes the balances to Airtable and posts a digest to Telegram, and any customer email stays a decision you make yourself.
How does it decide who to chase first?
It ranks by days past due and by amount, so the oldest and largest balances sit at the top of the Telegram digest each Monday.
What happens when an invoice gets paid?
It reads the live payment status in Pennylane every run, so a settled invoice drops off the chase list and its Airtable row is marked settled.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.