Chase overdue client invoices so your retainers actually get paid
Every Monday, WebRun opens QuickBooks, finds client invoices past their due date, drafts a polite payment reminder per overdue account in Gmail, leaves every email unsent for the account director to approve, and posts a Slack summary of outstanding balances grouped by client.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase overdue invoices for my PR agency clients?
Every Monday, WebRun opens QuickBooks and finds client invoices past their due date, capturing each client's name, invoice number, and days overdue. It drafts a polite payment reminder per client in Gmail, leaves every email unsent for the account director to approve, and posts a Slack summary of outstanding balances with escalation flags for long-overdue accounts.
- Overdue retainer invoices get a polite nudge every Monday without manual effort
- The account director sees every outstanding balance before deciding whether to send
- Long-overdue invoices are escalated automatically so nothing slips past 30 days
Built for PR agencies · account directors · agency finance managers · PR firm owners
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 client name, invoice number, amount, and days overdue for each
- Skip any invoice already chased this week to avoid duplicating outreach
Done when Every overdue invoice has been listed with client, amount, and days overdue.
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2
Gmail - draft payment reminders
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminders. - Draft a professional, polite payment reminder per overdue client referencing the invoice number and amount
- Keep the tone courteous and include clear payment instructions or a link to pay
- Save each as an unsent Gmail draft for the account director to review and send
Done when Each overdue account has an unsent payment reminder draft saved in Gmail.
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3
Slack - post outstanding balance summary
slack.com How to Automate Slack
WebRun opens Slack to post outstanding balance summary. - Post a summary of overdue invoices to the finance or account director channel
- List each client, amount, and days overdue, with the largest balances at the top
- Flag any invoice more than 30 days overdue for escalation
Done when The account director has a clear outstanding balance summary in Slack.
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 overdue clients without approval?
No. Every payment reminder is saved as an unsent Gmail draft for the account director to review and send. No client receives a chase email without a human approving it first.
Does it avoid chasing clients who have already paid?
Yes. It reads the live invoice status in QuickBooks each run, so any invoice settled since the last check is automatically skipped rather than chased again.
Can it handle clients on retainer with multiple open invoices?
Yes. Each overdue invoice generates its own draft reminder referencing the specific invoice number and amount, so clients with multiple open balances receive appropriately detailed communication.
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