automated invoice reminders · Exact Online
Automated invoice reminders for creative agencies 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 creative agencies actually bill.
deposits, production stages and final delivery invoices.
the next brief often depends on the same buyer relationship.
approval feedback and payment follow-up can cross in the same inbox.
pause when delivery approval or usage rights remain unresolved.
One controlled route from signal to outcome.
send the right reminder at the right moment while preserving exceptions. Cadence, tone, quiet hours and approval thresholds stay explicit.
- 01
Read due date and balance
- 02
Check exclusions and quiet hours
- 03
Select the approved message
- 04
Record delivery and wait for a signal
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 due-date calculation, template and tone used, delivery status. The team can see what happened without reconstructing it from inboxes.
due-date calculation
template and tone used
delivery status
Questions before you put it into production.
How is automated invoice reminders used by a creative agency?+
DueHello monitors deposits, production stages and final delivery invoices, applies the configured receivables policy and records why each action was sent, paused or routed to producer and finance owner.
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 automated invoice reminders workflow?+
The workflow stops or changes route when a payment, reply, dispute or promise changes the next action. DueHello then pause when delivery approval or usage rights remain unresolved.
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 deposits, production stages and final delivery invoices. We will map the policy, exceptions and Exact Online data route with your team.
Book a demo