promise to pay tracking · Xero
Promise-to-pay tracking for wholesalers 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 wholesalers actually bill.
high-volume orders, credit terms, returns and credit notes.
sales continuity depends on knowing whether delay is financial or operational.
returns, shortages and credit notes can leave the ledger out of context.
check credits and open claims before tightening terms or pausing supply.
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
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 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 wholesaler?+
DueHello monitors high-volume orders, credit terms, returns and credit notes, applies the configured receivables policy and records why each action was sent, paused or routed to credit controller and account 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 promise-to-pay tracking workflow?+
The workflow stops or changes route when the commitment is met, revised, disputed or missed. DueHello then check credits and open claims before tightening terms or pausing supply.
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 high-volume orders, credit terms, returns and credit notes. We will map the policy, exceptions and Xero data route with your team.
Book a demo