Chase the invoices your customers forgot
Every Monday, WebRun opens MYOB, lists the invoices past their due date with the customer, the amount, and the days overdue, queues a short polite SMS reminder per customer in Twilio for you to approve, and posts the ranked chase list to your Slack finance channel.
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How do I chase overdue invoices in MYOB every week?
WebRun opens MYOB every Monday, lists the invoices past their due date, and captures the customer, amount, and days overdue. It queues a polite SMS reminder per customer in Twilio for you to approve, then posts the ranked chase list to your Slack finance channel, so nothing overdue goes unchased.
- Every overdue invoice gets a reminder queued within a week of falling due
- Paid and disputed invoices are filtered out before anyone is contacted
- The finance channel sees total outstanding move week by week
Built for small business owners · bookkeepers · accountants · trades and services businesses
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.myob.comin a real browser with your saved login - no setup, no API keys. -
1
MYOB - list the overdue invoices
myob.com
WebRun opens MYOB to list the overdue invoices. - Open MYOB and go to your sales invoices
- Filter to invoices past their due date and still unpaid
- Capture the customer, the invoice number, the amount, and the days overdue
- Skip anyone already reminded in the last seven days, and skip invoices in dispute
Done when Every genuinely overdue invoice is listed with its customer and age.
-
2
Twilio - queue a polite SMS reminder
twilio.com How to Automate Twilio
WebRun opens Twilio to queue a polite SMS reminder. - Open Twilio and draft a short polite reminder SMS per overdue customer
- Include the invoice number, the amount, and how to pay
- Queue every message for your approval. Nothing goes to a customer until you release it
- Skip customers with no mobile number on file and mark them for an email chase instead
Done when A reminder SMS per overdue customer is queued in Twilio awaiting your approval.
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3
Slack - post the ranked chase list
slack.com How to Automate Slack
WebRun opens Slack to post the ranked chase list. - Post the chase list to your finance Slack channel
- Rank by amount, with the oldest debts called out
- Show the total outstanding and how it moved since last Monday
- Note which customers are queued for an SMS and which need a call
Done when The finance channel has this week's ranked chase list.
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 text customers without my approval?
No. Every reminder is queued in Twilio and waits for you to release it. Nothing reaches a customer on its own. Only the internal Slack chase list posts automatically.
What about customers who already paid?
They are skipped. WebRun reads the live invoice status in MYOB each Monday, so anyone whose payment has landed drops off the list before a reminder is drafted.
Can I keep certain customers off the chase?
Yes. Name any customer, invoice, or job to exclude, and WebRun skips them every run. Invoices marked in dispute are excluded by default.
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