Printavo Automated Overdue Invoice Chasing
Every Monday, WebRun opens Printavo and QuickBooks, identifies invoices that are past due, drafts a polite payment reminder for each overdue customer in Gmail, and posts a ranked chase list to Slack so your team knows exactly who owes what and for how long.
How do I automatically chase overdue invoices for my screen printing shop?
Every Monday, WebRun opens Printavo and QuickBooks to find overdue invoices, cross-checks that each balance is genuinely outstanding, drafts a polite payment reminder in Gmail for each customer, and posts a ranked chase list to Slack. No reminder is sent to a customer without your review and approval.
- Overdue balances are caught and chased every Monday without manual effort
- Payment reminders are personalized and ready to send after a one-minute review
- Cross-checking QuickBooks prevents chasing invoices already paid
Built for screen printing shop owners · print shop finance managers · embroidery businesses · custom apparel shops
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.printavo.comin a real browser with your saved login - no setup, no API keys. -
1
Printavo - find overdue invoices
printavo.com
WebRun opens Printavo to find overdue invoices. - Open Printavo and filter invoices to the overdue status
- Capture the customer name, invoice number, amount, and days overdue for each
- Skip invoices already chased in the last five days to avoid over-contacting
Done when Every overdue invoice is listed with customer details, amount, and days past due.
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2
QuickBooks - cross-check payment status
- Cross-check each overdue invoice against QuickBooks to confirm no payment was recorded outside Printavo
- Flag any invoices where QuickBooks shows a partial payment so the reminder amount is accurate
Done when Each overdue invoice has a confirmed outstanding balance cross-checked in QuickBooks.
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3
Gmail - draft payment reminder emails
gmail.com
WebRun opens Gmail to draft payment reminder emails. - Draft a polite, on-brand payment reminder for each overdue customer
- Include the invoice number, amount owed, and a link to pay
- Leave all drafts unsent for your review, especially for large balances
Done when A personalized payment reminder draft is ready in Gmail for every overdue invoice.
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4
Slack - post the weekly chase list
slack.com
WebRun opens Slack to post the weekly chase list. - Post a ranked chase list to the finance Slack channel with the largest or oldest balances first
- Include customer name, invoice total, and days overdue for each entry
- Note which invoices have a draft reminder ready to send
Done when This week's overdue invoice chase list is posted in Slack with all balances and draft statuses.
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 payment reminder is drafted in Gmail and held for your review before sending. No customer receives a reminder without a human approving it first.
What if a customer already paid through a different channel?
WebRun cross-checks both Printavo and QuickBooks each run, so invoices with a recorded payment in either system are automatically excluded from the chase list.
Can I set a minimum amount before a reminder is drafted?
Yes. You configure a minimum invoice threshold during setup so very small balances are only noted in Slack rather than triggering a formal reminder email.
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