automated invoice reminders · Xero
Automated invoice reminders for research firms with Xero.
Connect Xero, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how research firms actually bill.
commission stages, fieldwork costs and final-report milestones.
client approval and research delivery remain closely connected.
milestone acceptance may be known by delivery but invisible to finance.
confirm milestone acceptance before moving an invoice into escalation.
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
Xero data contract
Use the ledger as truth. Add the decision layer it lacks.
DueHello monitors receivables from the connected organisation and evaluates each next action against the configured policy. Connect the organisation, choose the accounts and invoice states in scope, then validate sender and approval rules.
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 research firm?+
DueHello monitors commission stages, fieldwork costs and final-report milestones, applies the configured receivables policy and records why each action was sent, paused or routed to research lead and finance manager.
What data does DueHello use from Xero?+
The workflow uses contact and invoice number, currency, total and amount due, issue date and due date, status and organisation. DueHello monitors receivables from the connected organisation and evaluates each next action against the configured policy.
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 confirm milestone acceptance before moving an invoice into escalation.
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 commission stages, fieldwork costs and final-report milestones. We will map the policy, exceptions and Xero data route with your team.
Book a demo