Automatic Wholesale Invoice Past Due Reminders
Every Monday, WebRun opens QuickBooks, finds wholesale invoices that are past their due date, checks each account's order history and standing in BakeSmart, and drafts a short payment reminder email in Gmail for your review, so past due balances get chased before they age further.
How do I automatically chase past due wholesale bakery invoices?
Every Monday, WebRun opens QuickBooks and finds wholesale invoices past their due date. It checks each account's order history and upcoming deliveries in BakeSmart, then drafts a short payment reminder email in Gmail for your review, flagging accounts more than 30 days overdue so the oldest balances get chased first.
- Past due wholesale balances get chased before they age past 30 days
- Accounts with an order due this week are flagged before the next delivery
- No reminder reaches a customer without your review and approval
Built for wholesale bakeries · bakery finance and collections · wholesale account managers · commercial bakery 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
www.bakesmart.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find invoices past their due date
- Open QuickBooks and filter invoices to past due status
- Capture the account name, invoice number, amount owed, and days overdue for each
- Flag any account more than 30 days overdue
Done when Every past due wholesale invoice is listed with its amount and days overdue.
-
2
BakeSmart - check the account's order history and standing
bakesmart.com
WebRun opens BakeSmart to check the account's order history and standing. - Look up each past due account's order history and standing delivery schedule in BakeSmart
- Note whether the account has an order due this week
- Flag accounts with an upcoming order so payment can be raised before the next delivery
Done when Each past due account's order status and upcoming delivery are checked.
-
3
Gmail - draft a payment reminder email
gmail.com
WebRun opens Gmail to draft a payment reminder email. - Draft a short, professional payment reminder email for each past due account
- Include the amount owed, days overdue, and a note if an order is due this week
- Leave every email as a draft for your review. Do not send without approval
Done when A payment reminder draft is ready for every past due wholesale account.
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 a wholesale account without my approval?
No. Every payment reminder is created as a draft in Gmail for your review. Nothing is sent to an account until you approve and send it yourself.
Does it check if an order is due before the account pays?
Yes. WebRun checks the account's delivery schedule in BakeSmart and flags accounts with an order due this week, so you can decide whether to raise payment before the next delivery goes out.
What if an invoice was paid since Friday?
WebRun reads the live invoice status from QuickBooks on each Monday run, so any invoice paid since the last run is automatically excluded.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.