Draft client statements of account, ready to send
On the first business day of each month, WebRun opens Wafeq, compiles a statement of account for every active client, drafts a personal email for each one in Gmail with the invoice history and running balance, and logs which statements were drafted to a sheet so your team can review, send, and track them in one place.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I send clients an accurate statement of account each month?
WebRun compiles a statement of account for every active Wafeq client on the first business day of each month, pulling their invoice history, payments, and running balance. It drafts a personal email per client in Gmail and logs the status to a sheet, but never sends a statement automatically, so your accounts team reviews each one before it reaches a client.
- Every active client gets an accurate statement drafted by the first business day
- Disputed balances get a human review before any email reaches the client
- The tracking sheet catches drafted statements nobody's sent after 3 days
Built for accounts receivable teams · agencies with retainer clients · B2B businesses invoicing on Wafeq · bookkeepers managing multiple clients
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
app.wafeq.com/contactsin a real browser with your saved login - no setup, no API keys. -
1
Wafeq - compile each client's statement
wafeq.com How to Automate Wafeq
WebRun opens Wafeq to compile each client's statement. - Open Wafeq and pull every active client's invoice history and running balance
- Include payments received and any credits applied
- Skip clients with a zero balance and no activity this period
Done when Every active client with activity has a full statement compiled.
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2
Gmail - draft the statement email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the statement email. - Draft a personal email to each client with their statement of account attached or inline
- Leave every draft unsent in Gmail for your accounts team to review
- Never send a statement automatically, especially to a client with a disputed balance
Done when A review draft is waiting for every client statement, none sent automatically.
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3
Google Sheets - log which statements were drafted
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log which statements were drafted. - Log each client, their balance, and whether the draft is ready to send
- Mark it sent once your team sends the email
- Flag any client statement not yet sent after 3 business days
Done when The tracking sheet shows every client's statement status.
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 statements be emailed to clients without review?
No. Every statement is drafted in Gmail and left unsent. Your accounts team reviews and sends each one, which matters most for clients with a disputed balance.
Does every client get a statement even with no activity?
No. Clients with a zero balance and no activity that period are skipped, so nobody gets an empty or irrelevant email.
How do I know which statements still need to be sent?
The tracking sheet flags any drafted statement not yet sent after 3 business days, so nothing quietly sits in drafts.
Related templates
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