Syngency Automated Booking Payment Reminders
Every Monday, WebRun opens Syngency to find bookings with an invoice past its due date, confirms the balance and days overdue in Xero, drafts a payment reminder for each client in Xero, and posts your accounts team a short Slack list of who still owes, largest balances first.
How do I chase overdue booking invoices without emailing clients myself?
Every Monday, WebRun checks Syngency and Xero for booking invoices past due, confirms the balance for each, and drafts a payment reminder in Xero for every client, left unsent for review. It posts your accounts team a Slack list of who still owes, largest balances first, so overdue fees get chased without a message going out unapproved.
- Overdue booking invoices get a reminder every week, not sporadically
- Accounts team opens Slack to a ranked chase list every Monday
- Reminders only reach clients after your team reviews and sends them
Built for talent agencies · modeling agencies · agency accounts and billing teams · agency owners
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.syngency.comin a real browser with your saved login - no setup, no API keys. -
1
Syngency - find bookings with an overdue invoice
syngency.com
WebRun opens Syngency to find bookings with an overdue invoice. - Open Syngency and pull bookings with an invoice past its due date
- Capture the client, talent, and booking for each overdue invoice
- Skip any invoice already reminded this week
Done when Every overdue booking invoice is listed with its client and booking details.
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2
Xero - confirm the balance and draft a reminder
xero.com
WebRun opens Xero to confirm the balance and draft a reminder. - Confirm the outstanding balance and days overdue for each invoice in Xero
- Draft a polite payment reminder for each client
- Leave every reminder as a draft. Never send it without review
Done when A payment reminder draft is waiting in Xero for every overdue invoice.
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3
Slack - report who still owes
slack.com
WebRun opens Slack to report who still owes. - Post a short list of who was reminded and who is still outstanding
- Order the list with the largest or oldest balances first
- Note the talent and booking behind each balance
Done when Your accounts team has this week's 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 clients without me?
No. WebRun only drafts the payment reminder in Xero and leaves it unsent. Your accounts team reviews and sends it, so nothing goes out unapproved.
How does it know which invoices are overdue?
It reads the live invoice status in Syngency and Xero each Monday, so anyone who already paid is skipped automatically.
Will it remind the same client every week?
Not right away. It skips any invoice already reminded in the current week, so clients do not get repeated messages back to back.
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