Close out flooring jobs with final invoices collected
Every morning, WebRun scans RFMS for installations marked complete in the last 24 hours and checks whether a final invoice has been issued. For jobs with an outstanding balance, it creates a Stripe payment link, drafts a professional final invoice email, and posts a Slack alert so your team can review and send the drafts.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically send final invoices after flooring installations are complete?
Each morning, WebRun finds flooring jobs marked complete in RFMS with an outstanding balance, creates a Stripe payment link for the final amount, and drafts a professional invoice email in Gmail. Your team reviews and sends the drafts in Slack, closing out every completed job quickly without manual invoicing.
- Final invoices go out the same day an installation is marked complete in RFMS
- Stripe payment links are created for the exact balance with no manual entry
- No invoice reaches a customer without a team member reviewing the draft
Built for flooring contractors · flooring installers · flooring dealers · flooring business owners
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.rfms.comin a real browser with your saved login - no setup, no API keys. -
1
RFMS - find completed jobs with outstanding balances
rfms.com
WebRun opens RFMS to find completed jobs with outstanding balances. - Open RFMS and filter jobs with a status of Complete and a final invoice not yet issued
- Capture the customer name, contact email, job address, total project value, deposit already collected, and final balance owed
- Skip any jobs where the balance is zero or where a final invoice was already sent
Done when Every recently completed job with an outstanding balance is listed with its payment details.
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2
Stripe - create final payment link for balance owed
stripe.com How to Automate Stripe
WebRun opens Stripe to create final payment link for balance owed. - Open Stripe and create a one-time payment link for the final balance amount
- Label the payment with the customer name, job address, and RFMS job reference
- Copy the payment link for inclusion in the draft email
Done when A Stripe payment link for the final balance is created for each completed job.
-
3
Gmail - draft final invoice email with payment link
gmail.com How to Automate Gmail
WebRun opens Gmail to draft final invoice email with payment link. - Draft a professional final invoice email to the customer summarizing the completed work, total amount, deposit received, and final balance due
- Include the Stripe payment link and a note about accepted payment methods
- Save each message as a Gmail draft without sending
Done when A Gmail draft final invoice email with the payment link is saved for each completed job.
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4
Slack - alert team of drafts ready for review
slack.com How to Automate Slack
WebRun opens Slack to alert team of drafts ready for review. - Post a Slack alert to your admin channel listing each completed job, customer name, and final balance
- Note how many drafts are awaiting review in Gmail
Done when Your team is alerted in Slack and can review and send the final invoice drafts before end of day.
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 the final invoice to the customer automatically?
No. WebRun saves each invoice email as a Gmail draft and posts a Slack alert for your team to review. The invoice only reaches the customer after a team member approves and sends the draft.
What if the customer still owes for extras added during installation?
WebRun reads the final balance directly from the RFMS job record. If your team has updated the job total to include extras, that amount is what appears in the Stripe link and the invoice draft.
Does it follow up if the final invoice goes unpaid?
This template handles the initial final invoice draft. For overdue balance follow-ups after the invoice is sent, a separate flooring invoice chaser workflow can be added to your account.
Related templates
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