Chase unpaid freight invoices tied to completed yard loads
Every Monday, WebRun opens YardView to get a list of loads completed in the prior week, cross-references them in QuickBooks against open freight invoices past their due date, drafts a polite payment-chaser email for each overdue bill, and leaves the drafts in Gmail for your finance team to review before sending.
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How do I automatically chase overdue freight invoices linked to completed yard loads?
Every Monday, WebRun pulls completed loads from YardView, matches them to open freight invoices in QuickBooks, and drafts a polite payment-chaser email in Gmail for every overdue bill. Finance teams review and send the drafts, ensuring no overdue freight invoice is chased without human sign-off.
- Every overdue freight invoice has a ready-to-send chaser draft before Monday 9 AM
- No completed load falls through the cracks between YardView and QuickBooks
- Finance team reviews drafts rather than writing emails from scratch
Built for freight finance teams · logistics controllers · accounts payable · 3PL finance managers
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.yardview.comin a real browser with your saved login - no setup, no API keys. -
1
YardView - pull completed loads from prior week
yardview.com How to Automate YardView
WebRun opens YardView to pull completed loads from prior week. - Open YardView and pull a list of loads completed in the prior week
- Record the load number, carrier, and completion date for each load
- Export or note the carrier billing reference for cross-referencing in QuickBooks
Done when All prior-week completed loads are listed with carrier and billing reference details.
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2
QuickBooks - match loads to overdue freight invoices
- Open QuickBooks and filter vendor bills for freight invoices linked to the carrier list
- Identify any invoice whose due date has passed and that remains unpaid or partially paid
- Record the invoice number, carrier, amount owed, and days past due for each overdue bill
Done when All overdue freight invoices matched to last week's completed loads are identified.
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3
Gmail - draft payment chasers for review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment chasers for review. - Draft a polite, professional payment-chaser email for each overdue invoice
- Include the invoice number, load reference, amount owed, and original due date
- Leave every draft unsent in Gmail Drafts for your finance team to review and approve before sending
Done when A ready-to-send payment-chaser draft is in Gmail for every overdue freight 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 payment chasers to carriers automatically?
No. Every chaser email is drafted in Gmail and stays in Drafts until your finance team reviews and sends it. Nothing goes to a carrier without human approval.
How does it match loads in YardView to invoices in QuickBooks?
It uses the carrier name and load reference as the join key. If your QuickBooks invoices use a different reference field, you can map it in the WebRun setup so the match is accurate.
What if an invoice was paid after the run starts?
It reads live QuickBooks data at run time. Any invoice cleared before the run starts will not appear. If a payment lands mid-run, the draft will still be created and your team should simply discard it before sending.
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