Chase overdue duct cleaning invoices without the awkward call
Every Monday, WebRun opens Workiz to find invoices past their due date, checks Stripe for the live payment status and generates a payment link for each, drafts a polite reminder email in Gmail naming the balance and days overdue, and posts your office a chase list ranked by amount owed.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I chase overdue duct cleaning invoices without an awkward phone call?
Every Monday, WebRun opens Workiz to find invoices past their due date, confirms the balance is still unpaid in Stripe, and generates a fresh payment link for each. It drafts a polite reminder email in Gmail naming the balance and days overdue with the payment link attached, and leaves it unsent for your office to review and send.
- No overdue balance sits forgotten past the weekly Monday review
- Every reminder includes a live payment link, so paying takes one click
- Customers who already paid are skipped automatically from live Stripe status
Built for air duct cleaning companies · field service bookkeepers · HVAC and IAQ business owners · residential cleaning admins
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.workiz.comin a real browser with your saved login - no setup, no API keys. -
1
Workiz - find invoices past due
workiz.com How to Automate Workiz
WebRun opens Workiz to find invoices past due. - Open Workiz and filter invoices to Past Due
- Capture the customer name, email, invoice number, amount owed, and days overdue for each
- Skip any invoice already reminded within the last 7 days
Done when Every overdue invoice is listed with its balance, days overdue, and customer contact.
-
2
Stripe - confirm payment status and generate a payment link
stripe.com How to Automate Stripe
WebRun opens Stripe to confirm payment status and generate a payment link. - Check each invoice's live payment status in Stripe to confirm the balance is still unpaid
- Generate a fresh payment link for each confirmed overdue invoice
- Flag any invoice that shows a partial payment for a manual look
Done when Every overdue invoice has a confirmed unpaid status and a working payment link.
-
3
Gmail - draft the payment reminder
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the payment reminder. - Draft a polite reminder email for each customer naming the invoice number, balance, and days overdue
- Include the Stripe payment link so the customer can pay in one click
- Leave every email as an unsent draft for office review
Done when A payment reminder draft with a working payment link exists in Gmail for every overdue 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 email customers about overdue invoices without approval?
No. Every reminder is saved as an unsent Gmail draft. Your office reviews and sends each one, so no customer gets a payment chase message WebRun sent on its own.
What if a customer already paid after the invoice went overdue?
It checks the live payment status in Stripe each Monday, so any invoice that's since been paid, even partially, is flagged for a manual look instead of getting a reminder.
Does the reminder make it easy for the customer to actually pay?
Yes. Each draft includes a live Stripe payment link generated for that specific invoice, so the customer can pay in one click once your office sends it.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.