overdue invoice follow-up · Exact Online
Overdue invoice follow-up for engineering 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 engineering firms actually bill.
project stages, time charges and variation orders.
delivery, approval and payment are tied to long project timelines.
unapproved variations can look overdue while commercial review is active.
separate genuine delay from certification or variation-order review.
One controlled route from signal to outcome.
move overdue invoices forward without turning every delay into the same sequence. Elapsed days never override an active exception or relationship rule.
- 01
Confirm the balance is genuinely overdue
- 02
Check previous touches and replies
- 03
Choose the next proportional action
- 04
Escalate only with supporting evidence
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 aging position, touch history, exception reason. The team can see what happened without reconstructing it from inboxes.
aging position
touch history
exception reason
Questions before you put it into production.
How is overdue invoice follow-up used by a engineering firm?+
DueHello monitors project stages, time charges and variation orders, applies the configured receivables policy and records why each action was sent, paused or routed to project director and commercial 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 overdue invoice follow-up workflow?+
The workflow stops or changes route when the payer responds, pays, disputes or needs an internal decision. DueHello then separate genuine delay from certification or variation-order review.
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 project stages, time charges and variation orders. We will map the policy, exceptions and Exact Online data route with your team.
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