Automated RV Dealer Overdue Invoice Chasing
Every Monday, WebRun opens IDS Astra, identifies customer invoices past their due date, cross-references balances in QuickBooks, drafts a polite overdue reminder in Gmail for each customer, and leaves each email as a draft for your accounts team to review before sending.
How do I automatically chase overdue invoices at my RV dealership?
WebRun checks IDS Astra every Monday for overdue customer invoices, verifies each balance in QuickBooks, and drafts a polite payment reminder in Gmail for every outstanding account. Drafts are held for your accounts team to review and send, so no reminder goes out without a human check.
- Every overdue invoice gets a polished draft reminder within hours, not days
- Accounts team spends minutes approving drafts instead of writing from scratch
- Paid invoices are never chased twice thanks to live status checks
Built for RV dealership accounts teams · RV dealers · trailer dealership finance departments
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
www.ids-astra.comin a real browser with your saved login - no setup, no API keys. -
1
IDS Astra - find overdue customer invoices
ids-astra.com
WebRun opens IDS Astra to find overdue customer invoices. - Open the Accounting module in IDS Astra and filter to overdue invoices
- Capture customer name, email, invoice number, amount, due date, and days overdue
- Skip any invoice already contacted in the past seven days
Done when Every overdue invoice not yet followed up is listed with its details.
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2
QuickBooks - verify outstanding balance
- Look up each customer in QuickBooks to confirm the outstanding balance
- Note if the customer has any payment plan or credit arrangement on file
- Flag customers with balances over a threshold for priority handling
Done when Each overdue invoice has a confirmed balance and any payment notes.
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3
Gmail - draft polite payment reminder
gmail.com
WebRun opens Gmail to draft polite payment reminder. - Draft a polite, on-brand overdue payment reminder for each customer
- Reference the invoice number, amount, and original due date in the email
- Leave every email as a draft, unsent, for the accounts team to review before sending
Done when A Gmail draft exists for every overdue invoice, unsent and awaiting accounts review.
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. Every reminder is saved as a Gmail draft and held until your accounts team reviews and sends it. No email reaches a customer automatically.
What if a customer has already paid since the last run?
WebRun reads the live invoice status in IDS Astra each Monday, so anyone who has paid or whose invoice is now marked settled is skipped automatically.
Can it handle customers on payment plans?
Yes. If a payment arrangement is noted in QuickBooks, WebRun flags it on the draft so your accounts team knows to adjust the message or skip it entirely.
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