Bill milestones the moment shots ship
Every morning, WebRun opens Vani Software to find delivery milestones whose shots are all approved, prepares a matching draft invoice in QuickBooks with the milestone amount and shot list, and drafts a cover email in Gmail, then leaves both unsent so your finance lead can review the billing before it reaches the client.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I draft invoices when a VFX milestone is delivered?
WebRun checks Vani Software every morning for delivery milestones whose shots are all approved, then prepares a matching draft invoice in QuickBooks and a cover email in Gmail. It leaves both unsent for your finance lead to review, so billing keeps pace with delivery while no invoice ever reaches a client without human approval.
- Billing keeps pace with delivery instead of lagging weeks behind
- Every invoice is reviewed by finance before it reaches the client
- Already-billed milestones are skipped automatically from live Vani Software status
Built for VFX studio finance leads · studio owners · production accountants · post-production billing teams
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
vanisoftware.comin a real browser with your saved login - no setup, no API keys. -
1
Vani Software - find completed milestones
vanisoftware.com How to Automate Vani Software
WebRun opens Vani Software to find completed milestones. - Open Vani Software and find delivery milestones whose shots are all approved
- Capture the client, the project, the milestone name, and the agreed milestone amount
- List the shots that make up the milestone for the invoice detail
- Skip any milestone already marked invoiced
Done when Every fully approved, not-yet-invoiced milestone is listed with its amount and shots.
-
2
QuickBooks - prepare the draft invoice
- Open QuickBooks and start a new invoice for the milestone's client
- Fill the milestone amount, the project reference, and the shot list as line detail
- Save it as a draft invoice, do not finalize or send it
- Leave the draft for your finance lead to review and issue
Done when A draft invoice sits in QuickBooks for every completed milestone, unsent.
-
3
Gmail - draft the invoice cover email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the invoice cover email. - Draft a short cover email to the client referencing the milestone and the invoice
- Leave the email unsent as a Gmail draft for your finance lead to review
- Never send an invoice or charge a client without a human approving it first
Done when A cover email draft is ready in Gmail for every prepared invoice.
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 clients on its own?
No. WebRun only prepares a draft invoice in QuickBooks and a draft cover email in Gmail. Your finance lead reviews and issues everything, so no invoice is ever sent or finalized without human approval.
How does it know a milestone is ready to bill?
It checks Vani Software each morning and only prepares an invoice when every shot in the milestone is approved. Partially complete milestones are left alone until the last shot signs off.
What stops it billing the same milestone twice?
It skips any milestone already marked invoiced in Vani Software, and it reads that status live each morning, so a milestone that has been billed never gets a duplicate draft.
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