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Automated Qoyod Overdue Invoice Reminders

Every Monday, WebRun opens Qoyod, finds invoices past their due date, drafts a polite WhatsApp reminder with the amount and days overdue for each customer, holds every message for your approval, and adds a Google Calendar follow up reminder for the largest or oldest balances so they get a personal call too.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 9:00 AM WebRunorchestrates each step
1 Qoyod find overdue invoices
2 WhatsApp draft a payment reminder
3 Google Calendar schedule a follow up for the largest balances
In short

How do I follow up on overdue customer invoices in Qoyod?

Every Monday, WebRun opens Qoyod for invoices past their due date and drafts a polite WhatsApp reminder for each customer, holding every message for your approval before anything sends. For the largest or oldest balances it also adds a Google Calendar follow up reminder, so the biggest overdue amounts get a personal call, not just an automated nudge.

  • Overdue customers get a polite nudge within a week instead of being forgotten
  • Every reminder is drafted for review, so nothing sends without your approval
  • The largest balances get a scheduled personal follow up, not just a message

Built for Qoyod users · B2B SMBs · distributors · service businesses invoicing on credit

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.qoyod.com/users/sign_in in a real browser with your saved login - no setup, no API keys.

  2. 1
    Qoyod - find overdue invoices
    qoyod.com
    WebRun in Qoyod: find overdue invoices
    WebRun opens Qoyod to find overdue invoices.
    • Open Qoyod and filter invoices to overdue
    • Capture the customer, amount, and days overdue for each
    • Rank the list from oldest and largest balance down

    Done when Every overdue invoice is listed and ranked by amount and days overdue.

  3. 2
    WhatsApp - draft a payment reminder
    whatsapp.com
    WebRun in WhatsApp: draft a payment reminder
    WebRun opens WhatsApp to draft a payment reminder.
    • Draft a polite reminder with the amount and due date for each overdue customer
    • Leave every reminder unsent in the draft queue for you to review
    • Never send a reminder without your approval

    Done when A reviewable WhatsApp draft is ready for every overdue invoice. Nothing sends on its own.

  4. 3
    Google Calendar - schedule a follow up for the largest balances
    calendar.google.com
    WebRun in Google Calendar: schedule a follow up for the largest balances
    WebRun opens Google Calendar to schedule a follow up for the largest balances.
    • Add a follow up call reminder for the 3 largest or oldest overdue balances
    • Set the reminder for later in the week, after the WhatsApp nudge has had time to land

    Done when The biggest overdue balances have a personal follow up reminder on your calendar.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.qoyod.com/users/sign_in
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Chase list · WhatsApp
OutputWhat each run produces - A ranked list of overdue customers with amount and days overdue, a drafted reminder for each, and a calendar follow up for the largest balances.
Text
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 message customers without me?

No, every reminder is drafted and held in WhatsApp for your review, so nothing goes to a customer until you approve and send it yourself.

Why does it also add a calendar reminder?

The largest or oldest balances often need more than a message, so WebRun schedules a personal follow up call reminder for those specific customers instead of leaving it to a message alone.

What about customers who already paid?

It reads the live status in Qoyod each Monday, so anyone who has paid is left off the list automatically.

Keep going

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