Automated Propane Invoice Payment Reminders
Every Monday, WebRun opens Cargas Energy, finds invoices past their due date, drafts a polite payment reminder email for each customer, and posts your billing team a Slack list showing who is outstanding and how much they owe.
How do I automatically chase overdue propane delivery invoices?
WebRun opens Cargas Energy every Monday, finds all past-due customer invoices, and drafts a polite payment reminder in Gmail for each account. Your billing team reviews and sends the emails, then uses the Slack chase list to prioritize follow-up calls for the largest or oldest balances.
- Overdue invoices are chased every Monday without manual review of the aging report
- Billing staff start the week with a ranked list of who owes what
- Customers on payment plans are never chased by mistake
Built for propane dealers · heating fuel billing teams · fuel oil distributors · accounts receivable 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
www.cargas.comin a real browser with your saved login - no setup, no API keys. -
1
Cargas Energy - find overdue invoices
cargas.com
WebRun opens Cargas Energy to find overdue invoices. - Open Cargas Energy and navigate to the accounts receivable or invoice aging report
- Filter invoices to past-due status, capturing customer name, balance, invoice date, and days overdue
- Skip any account that already has a payment arrangement on file
Done when Every overdue invoice is listed with the customer's name, amount, and days past due.
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2
Gmail - draft payment reminders
gmail.com
WebRun opens Gmail to draft payment reminders. - Draft a polite, professional payment reminder for each overdue customer
- Include the invoice amount, original due date, and your payment portal or phone number
- For invoices over 60 days old, draft a firmer follow-up tone and flag for manual review. Save all emails as drafts, do not send automatically
Done when A Gmail draft is ready for every overdue account, with escalated drafts flagged for your team.
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3
Slack - post weekly chase list
slack.com
WebRun opens Slack to post weekly chase list. - Post this week's overdue invoice summary to the billing channel
- List each customer, balance owed, and days overdue, sorted by largest balance first
- Note which accounts have a draft ready for review versus which need a call
Done when Billing team has this week's complete chase list 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 customers about overdue invoices without my approval?
No. WebRun drafts every payment reminder and leaves it in Gmail for your billing team to review and send. Nothing reaches a customer automatically.
Does it handle customers on payment plans differently?
Yes. It skips accounts that already have a payment arrangement flagged in Cargas Energy, so customers with active plans are not chased unnecessarily.
How far back does it look for overdue invoices?
It reads the live aging report in Cargas Energy each Monday, so any invoice past its due date is captured regardless of how long it has been outstanding.
Related templates
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