invoice escalation workflow · Exact Online
Invoice escalation for architecture firms with Exact Online.
Connect Exact Online, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how architecture firms actually bill.
design stages, planning milestones and additional services.
the client relationship spans approvals, revisions and delivery phases.
scope revisions can make a standard overdue sequence inappropriate.
route scope and approval questions to the project owner before another touch.
One controlled route from signal to outcome.
move unresolved invoices through proportionate internal and external routes. Every escalation requires the preceding steps and evidence to be complete.
- 01
Verify prior actions
- 02
Check value and relationship thresholds
- 03
Notify the responsible owner
- 04
Hand off with a complete audit trail
Exact Online data contract
Use the ledger as truth. Add the decision layer it lacks.
DueHello reads receivable status from the connected administration and keeps the accounting record as the source of truth. Connect the administration, select the entities in scope and map the sender identity before activating a playbook.
Evidence remains attached to the decision.
For this workflow, DueHello keeps prior contact attempts, approval or hold status, handoff package. The team can see what happened without reconstructing it from inboxes.
prior contact attempts
approval or hold status
handoff package
Questions before you put it into production.
How is invoice escalation used by a architecture firm?+
DueHello monitors design stages, planning milestones and additional services, applies the configured receivables policy and records why each action was sent, paused or routed to project architect and practice finance.
What data does DueHello use from Exact Online?+
The workflow uses invoice number and customer, issue date, due date and open amount, payment and credit status, administration and reference. DueHello reads receivable status from the connected administration and keeps the accounting record as the source of truth.
What stops the invoice escalation workflow?+
The workflow stops or changes route when payment, response, internal hold or formal handoff. DueHello then route scope and approval questions to the project owner before another touch.
Does DueHello replace the finance or account team?+
No. DueHello performs the permitted follow-up and brings exceptions to the accountable person with the context and evidence needed to decide.
Map this against real invoices.
Bring one month of design stages, planning milestones and additional services. We will map the policy, exceptions and Exact Online data route with your team.
Book a demo