overdue invoice follow-up · Exact Online
Overdue invoice follow-up for software companies 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 software companies actually bill.
subscriptions, annual contracts, usage and implementation fees.
renewal and expansion conversations continue while invoices are open.
billing, onboarding and renewal signals can conflict without one decision layer.
combine billing status with renewal and account context before escalation.
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 software company?+
DueHello monitors subscriptions, annual contracts, usage and implementation fees, applies the configured receivables policy and records why each action was sent, paused or routed to revenue operations and account 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 overdue invoice follow-up workflow?+
The workflow stops or changes route when the payer responds, pays, disputes or needs an internal decision. DueHello then combine billing status with renewal and account context before 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 subscriptions, annual contracts, usage and implementation fees. We will map the policy, exceptions and Exact Online data route with your team.
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