Automated Process Serving Invoice Chaser
Every Monday, WebRun opens QuickBooks, finds invoices past their due date, groups them by client, drafts a polite payment reminder email for each, and posts your team a ranked chase list in Slack showing the largest or oldest balances first. Your cash flow moves without awkward calls.
How do I automatically chase overdue invoices from law firm clients?
WebRun opens QuickBooks every Monday, finds every overdue invoice, and drafts a polite payment reminder in Gmail for each client, leaving all emails unsent for your review. It also posts your team a ranked chase list in Slack sorted by largest balance, so overdue accounts are chased consistently every week.
- Overdue invoices are chased every Monday without manual accounts receivable work
- Largest balances surface first so collection effort is focused correctly
- No reminder goes to a client without a human reviewing it first
Built for process serving companies · legal support firms · process service managers · legal billing staff
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 navigate to the Invoices list filtered to Overdue
- Capture client name, invoice number, invoice date, due date, amount, and days overdue
- Skip any client already sent a reminder this week
- Group multiple overdue invoices per client into a single total
Done when All overdue invoices are listed with client details and aging information.
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2
Gmail - draft payment reminders
gmail.com
WebRun opens Gmail to draft payment reminders. - Draft a polite, on-brand reminder for each client listing their overdue invoice numbers and total
- For balances under your auto-send threshold, save as draft for your review
- For larger balances, flag for personal follow-up rather than a template email
- Leave all drafts unsent for your approval before anything is sent
Done when A draft reminder email exists in Gmail for every client with an overdue balance.
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3
Slack - post weekly chase list
slack.com
WebRun opens Slack to post weekly chase list. - Post this week's chase list to the finance channel
- Sort by largest balance first, then oldest invoice date
- Include a total outstanding amount for the week
Done when Your team has this week's full overdue balance list in Slack with amounts and aging.
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 clients automatically without my review?
No. Every reminder is saved as a Gmail draft for your approval before sending. Nothing reaches a client until you review and click send.
What if a client paid since the last run?
WebRun reads live invoice status in QuickBooks each Monday, so any client who has paid is automatically excluded from that week's chase list.
Can I set a minimum amount before a reminder is drafted?
Yes. Set a minimum balance threshold in the run settings and WebRun skips drafts for balances below it, keeping your reminders focused on meaningful amounts.
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