invoice escalation workflow · CSV import
Invoice escalation for recruitment agencies 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 recruitment agencies actually bill.
placement fees, staged payments and rebate-linked invoices.
consultants remain close to both hiring managers and candidates.
rebate periods and start-date changes can alter what should happen next.
hold follow-up when a start date, rebate or replacement discussion is open.
One controlled route from signal to outcome.
move unresolved invoices through proportionate internal and external routes. Every escalation requires the preceding steps and evidence to be complete.
- 01
Verify prior actions
- 02
Check value and relationship thresholds
- 03
Notify the responsible owner
- 04
Hand off with a complete audit trail
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 prior contact attempts, approval or hold status, handoff package. The team can see what happened without reconstructing it from inboxes.
prior contact attempts
approval or hold status
handoff package
Questions before you put it into production.
How is invoice escalation used by a recruitment agency?+
DueHello monitors placement fees, staged payments and rebate-linked invoices, applies the configured receivables policy and records why each action was sent, paused or routed to recruitment consultant and credit controller.
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 invoice escalation workflow?+
The workflow stops or changes route when payment, response, internal hold or formal handoff. DueHello then hold follow-up when a start date, rebate or replacement discussion is open.
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 placement fees, staged payments and rebate-linked invoices. We will map the policy, exceptions and CSV import data route with your team.
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