promise to pay tracking · CSV import
Promise-to-pay tracking for research firms 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 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.
turn payer commitments into dated, visible and reviewable follow-up. A promise pauses ordinary reminders until its agreed review date.
- 01
Capture amount and promised date
- 02
Pause conflicting follow-up
- 03
Check the ledger on the review date
- 04
Resume or close with the full context
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 promise source, promised amount and date, review result. The team can see what happened without reconstructing it from inboxes.
promise source
promised amount and date
review result
Questions before you put it into production.
How is promise-to-pay tracking 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 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 promise-to-pay tracking workflow?+
The workflow stops or changes route when the commitment is met, revised, disputed or missed. 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 CSV import data route with your team.
Book a demo