invoice dispute workflow · CSV import
Dispute and exception routing for consultancies with CSV import.
Connect CSV import, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how consultancies actually bill.
monthly retainers, time-based fees and milestone billing.
senior stakeholders expect context-aware communication.
a reminder can undermine an ongoing engagement or renewal conversation.
surface commercial blockers to the engagement owner before increasing pressure.
One controlled route from signal to outcome.
separate operational exceptions from ordinary late payment and assign ownership. No collection sequence continues while a qualifying dispute is open.
- 01
Classify the exception
- 02
Pause the affected action
- 03
Assign an accountable owner
- 04
Resume only after a recorded resolution
CSV import data contract
Use the ledger as truth. Add the decision layer it lacks.
A validated import creates the invoice state used by the playbook; later files update matching records through stable identifiers. Map required columns, validate sample rows and define the import owner before any automated action is permitted.
Evidence remains attached to the decision.
For this workflow, DueHello keeps exception category, owner and timestamps, resolution note. The team can see what happened without reconstructing it from inboxes.
exception category
owner and timestamps
resolution note
Questions before you put it into production.
How is dispute and exception routing used by a consultancy?+
DueHello monitors monthly retainers, time-based fees and milestone billing, applies the configured receivables policy and records why each action was sent, paused or routed to engagement partner and finance lead.
What data does DueHello use from CSV import?+
The workflow uses stable invoice and customer IDs, issue date and due date, open amount and currency, payment, dispute and owner status. A validated import creates the invoice state used by the playbook; later files update matching records through stable identifiers.
What stops the dispute and exception routing workflow?+
The workflow stops or changes route when the exception is resolved, rejected or moved to an agreed owner. DueHello then surface commercial blockers to the engagement owner before increasing pressure.
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 monthly retainers, time-based fees and milestone billing. We will map the policy, exceptions and CSV import data route with your team.
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