Alert your AR team when contractor billing statements are ready
On the first of every month, WebRun opens Savance Enterprise (Klipboard), pulls each contractor account's orders for the period, compiles the charges and running balance from Xero, and texts your AR manager a summary through Twilio with any account over its credit limit flagged first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I get alerted when contractor billing statements are ready each month?
On the first of every month, WebRun pulls each contractor account's orders for the period from Savance Enterprise (Klipboard), compiles the charges and running balance from Xero, and texts your AR manager a summary through Twilio, with any account over its credit limit flagged by name so collections can prioritize before statements go out.
- AR gets a statement readiness summary the same day the period closes
- Accounts over their credit limit are flagged by name automatically
- Sending the actual statement stays a deliberate, separate step your team controls
Built for HVAC wholesale distributors · accounts receivable managers · credit and collections teams · branch controllers
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
klipboard.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Savance Enterprise (Klipboard) - pull each account's orders for the period
klipboard.com How to Automate Savance Enterprise (Klipboard)
WebRun opens Savance Enterprise (Klipboard) to pull each account's orders for the period. - Open Savance Enterprise (Klipboard) and pull every contractor account's orders for the billing period
- Capture the order total, order date, and contractor account number for each
- Group orders by contractor account
Done when Every contractor account has its period orders grouped and totaled.
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2
Xero - compile charges and running balance
xero.com How to Automate Xero
WebRun opens Xero to compile charges and running balance. - Pull the current running balance and credit limit for each contractor account
- Compile the charges, payments, and closing balance into a statement figure per account
- Flag any account whose closing balance is over its credit limit
Done when Every account has a compiled statement figure and a credit limit check.
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3
Twilio - text the AR manager a summary
twilio.com How to Automate Twilio
WebRun opens Twilio to text the AR manager a summary. - Text your AR manager a summary of how many statements are ready and how many accounts are over their credit limit
- List the flagged accounts by name in the text
Done when Your AR manager has this month's statement summary by text.
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
Does it send billing statements to contractors?
No. It compiles the statement figures and alerts your AR manager that they are ready. Sending the actual statement to a contractor stays a separate step your team controls.
How is an account flagged as over its credit limit?
It compares the closing balance compiled from Xero against the credit limit set for that contractor account in Klipboard, and only flags accounts that exceed it.
Can it run more often than monthly?
Yes. The schedule is set to the first of the month by default, but you can move it to a different cadence if your billing cycle is different.
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