Automated Chargebee Invoice Delivery Drafts
Each morning, WebRun checks Chargebee for invoices finalized in the last 24 hours that have not yet been emailed to the customer, drafts a delivery email with a personalized cover note in Gmail for each, and pings your billing team in Slack so they can review and send before end of day.
How do I automatically draft invoice delivery emails for Chargebee invoices?
Each morning, WebRun checks Chargebee for finalized invoices not yet delivered to customers, drafts a personalized delivery email with a cover note in Gmail for each one, and notifies your billing team in Slack. No invoice is sent to a customer until your team reviews and approves the draft.
- Every finalized invoice gets a personalized delivery draft within 24 hours
- Large invoices are flagged for senior review before delivery
- Invoices always go to the right billing contact, not just the account email
Built for SaaS billing teams · accounts receivable · subscription businesses · finance operations
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
app.chargebee.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Chargebee - find finalized unsent invoices
chargebee.com
WebRun opens Chargebee to find finalized unsent invoices. - Open Chargebee and filter invoices finalized in the last 24 hours with status Not Sent
- Capture customer name, email, invoice number, amount, due date, and billing period for each
- Check if the customer has a custom billing contact or a PO number that must appear on the email
Done when All finalized unsent invoices from the last 24 hours are listed with customer and billing details.
-
2
Gmail - draft invoice delivery email with cover note
gmail.com
WebRun opens Gmail to draft invoice delivery email with cover note. - Open Gmail and draft a delivery email for each invoice
- Address the email to the billing contact, not just the account email, if a separate contact is on file
- Include a short personalized cover note referencing the billing period and invoice total
- Attach the invoice reference number and due date clearly in the body
- Leave all drafts unsent for team review before sending
Done when A personalized delivery email draft is ready in Gmail for every finalized unsent invoice.
-
3
Slack - notify billing team of pending deliveries
slack.com
WebRun opens Slack to notify billing team of pending deliveries. - Post a notification to the billing Slack channel listing how many invoices are ready to send
- Include customer names, invoice amounts, and due dates for each pending delivery
- Flag any invoice over a threshold amount for senior review before sending
Done when The billing team is notified in Slack of all invoice drafts pending their review and send.
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 send invoices to customers automatically?
No. Every invoice delivery email is saved as a Gmail draft for your billing team to review and send. No invoice reaches a customer without explicit team approval.
How does it know who to address the invoice email to?
It checks Chargebee for a billing-specific contact on each account. If one is set, that contact is used. Otherwise, it falls back to the main account email so the invoice always goes to the right person.
What happens to invoices that were already emailed from Chargebee directly?
It only drafts emails for invoices with a Not Sent status in Chargebee, so invoices already delivered via Chargebee's built-in sending are excluded automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.