Chase overdue translation invoices without lifting a finger
Every Monday, WebRun opens Plunet and QuickBooks, finds client invoices past their payment due date, drafts a polite reminder email for each overdue client in Gmail, and posts an outstanding balance summary to your finance team in Slack.
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- Cancel anytime
How do I automatically chase overdue invoices for my translation agency?
WebRun opens Plunet and QuickBooks every Monday, finds all client invoices past their due date, confirms they are still unpaid, and drafts a polite payment reminder for each overdue client in Gmail. It then posts a ranked outstanding balance summary to your finance team in Slack, ready for review and one-click sending.
- Every overdue invoice gets a drafted reminder every week without manual effort
- Finance team reviews and sends chasers from ready-to-go Gmail drafts
- Paid invoices are excluded automatically so no client receives a duplicate chaser
Built for translation agencies · language service providers · LSP finance teams · localization agencies
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.plunet.com/loginin a real browser with your saved login - no setup, no API keys. -
1
Plunet - find overdue client invoices
plunet.com
WebRun opens Plunet to find overdue client invoices. - Open Plunet and filter invoices to Overdue status
- Capture the client name, invoice number, amount due, and days overdue for each
- Skip any invoice already chased in the last seven days
Done when Every overdue invoice has been listed with its client, amount, and days overdue.
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2
QuickBooks - confirm outstanding balances
- Open QuickBooks and cross-reference each overdue invoice to confirm payment has not been received
- Note the total outstanding balance per client
- Flag any client with more than one overdue invoice or a balance over your threshold
Done when Each overdue invoice is confirmed unpaid and the per-client balance is recorded.
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3
Gmail - draft payment reminder for each client
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminder for each client. - Draft a polite, professional payment reminder for each overdue client using the invoice number and amount
- For large balances, add a note suggesting a call to discuss payment terms
- Save each email as a draft in Gmail - do not send
Done when A draft payment reminder exists for every overdue client, unsent and ready for finance review.
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4
Slack - post outstanding balance summary to finance
slack.com How to Automate Slack
WebRun opens Slack to post outstanding balance summary to finance. - Post an outstanding balance summary to the finance channel
- List each overdue client with invoice number, amount, days overdue, and draft email status
- Flag clients with the largest balances or longest outstanding period at the top
Done when The finance team has this week's outstanding balance summary with draft chasers ready 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 send the payment reminders to clients without my approval?
No. Every reminder is saved as a Gmail draft only. Your finance team reviews each one before sending, so no client receives a chaser without human sign-off.
What if a client paid after the invoice was flagged as overdue?
It cross-checks the live payment status in QuickBooks each run. Any invoice that has been paid is excluded automatically, so no reminder is drafted for settled accounts.
Can it handle clients with multiple overdue invoices?
Yes. It consolidates all overdue invoices per client and drafts a single reminder that lists each outstanding invoice, so the client gets one clear message rather than several separate emails.
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