Chase overdue invoices across your licensed accounts
Every Monday, WebRun opens VIP and QuickBooks to find invoices past due across your licensed accounts, drafts a polite payment reminder for each in Gmail for the assigned rep to review and send, and posts the full outstanding balance summary to the finance Slack channel.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically chase overdue invoices across my licensed beverage accounts?
Every Monday, WebRun pulls overdue invoices from VIP, cross-checks balances in QuickBooks, and drafts a polite payment reminder in Gmail for each overdue account for your reps to review and send. It also posts a full outstanding balance summary to your Slack finance channel so collections stay visible and organized.
- Every overdue account has a drafted reminder ready for rep review each Monday
- Finance team sees the full outstanding balance summary in Slack without pulling a report
- Accounts that paid before the run are excluded automatically via QuickBooks cross-check
Built for beverage distributors · finance teams · accounts receivable · beer and wine wholesalers
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
apps.vtinfo.com/beveragein a real browser with your saved login - no setup, no API keys. -
1
VIP - pull overdue invoice list
vtinfo.com How to Automate VIP
WebRun opens VIP to pull overdue invoice list. - Open VIP and pull the accounts-receivable aging report
- Identify all invoices past their due date, capturing account name, invoice number, amount, and days overdue
- Flag accounts on credit hold separately
Done when Every overdue invoice is listed with amount and days overdue.
-
2
QuickBooks - confirm outstanding balances
- Cross-check each overdue invoice against QuickBooks to confirm the balance has not been paid
- Note any partial payments or credits applied since the last run
- Exclude invoices with payments in transit
Done when Confirmed outstanding balances are verified against QuickBooks.
-
3
Gmail - draft payment reminder emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminder emails. - Draft a polite, professional payment reminder for each account with an overdue invoice
- Include the invoice number, amount, original due date, and payment instructions
- Leave every draft unsent for the rep or finance team to review before sending
Done when Payment reminder drafts are in Gmail for every overdue account, ready for rep review.
-
4
Slack - post outstanding balance summary
slack.com How to Automate Slack
WebRun opens Slack to post outstanding balance summary. - Post the outstanding balance summary to the finance channel, sorted by amount and days overdue
- Flag the largest or oldest balances at the top
- Include total overdue amount and the count of affected accounts
Done when Finance team has this week's collections summary 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 the accounts automatically?
No. WebRun drafts each payment reminder and leaves it in Gmail for your rep or finance team to review. No reminder goes to an account without a human approving it first.
How does it handle accounts already on credit hold?
It flags credit-hold accounts separately in the Slack summary so your team can decide whether to send a reminder or escalate to a collections call instead.
What if an account paid between the VIP run and the QuickBooks check?
WebRun cross-checks both systems before drafting any reminder, so accounts with payments confirmed in QuickBooks are excluded automatically.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.