Chase overdue event invoices for you
Every Monday, WebRun opens Planning Pod, finds client invoices past their due date, drafts a polite payment reminder in Outlook referencing the event and balance owed, and posts your team a short Slack list of who is still outstanding so no balance gets forgotten between events.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I chase overdue event invoices without hurting client relationships?
WebRun opens Planning Pod every Monday, finds client invoices past their due date, and drafts a polite payment reminder in Outlook referencing the event and balance owed. It leaves every draft unsent for your review, then posts your finance channel a Slack list of who is still outstanding, so no balance goes unnoticed between events.
- No overdue balance sits unnoticed between events
- Finance channel gets a ranked chase list every Monday
- Every reminder is drafted and ready, never sent without review
Built for event planning firms · wedding and event planners · corporate event agencies · event production companies
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
app2.planningpod.comin a real browser with your saved login - no setup, no API keys. -
1
Planning Pod - find overdue client invoices
planningpod.com How to Automate Planning Pod
WebRun opens Planning Pod to find overdue client invoices. - Open Planning Pod and go to the Invoices module
- Filter to invoices past their due date with a balance remaining
- Capture the client, event name, amount owed, and days overdue for each
Done when Every overdue invoice is listed with its client, event, and days overdue.
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2
Outlook - draft a payment reminder
microsoft.com How to Automate Outlook
WebRun opens Outlook to draft a payment reminder. - Draft a polite payment reminder for each overdue client referencing the event and balance owed
- Save each as a draft in Outlook for your review
- Leave every draft unsent. WebRun never emails a client about money on its own
Done when A payment reminder draft is waiting in Outlook for every overdue invoice.
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3
Slack - report who still owes a balance
slack.com How to Automate Slack
WebRun opens Slack to report who still owes a balance. - Post a short list to the finance channel of who was flagged and their balance owed
- Put the largest or oldest balances first
- Note that reminder drafts are waiting in Outlook for review
Done when Your team has this week's chase list 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 clients about payment without me?
No. WebRun only drafts the reminder in Outlook and leaves it unsent. You review and send each one, so no client gets a payment email you have not approved.
How overdue does an invoice need to be?
Any invoice past its due date with a balance remaining is flagged. That grace period can be adjusted in your run settings if you want a few days of buffer first.
What about clients who already paid?
It reads the live invoice status in Planning Pod each Monday, so anyone who has paid is skipped automatically and will not get a reminder draft.
Related templates
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