relationship based dunning · CSV import
Relationship-based dunning 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.
adapt collection pressure to customer tier, history and active commercial context. Customer tier changes cadence; it never hides the underlying balance.
- 01
Identify customer and relationship tier
- 02
Apply the matching cadence
- 03
Invite the account owner where required
- 04
Re-evaluate after every payer signal
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 relationship tier, policy version, handoff reason. The team can see what happened without reconstructing it from inboxes.
relationship tier
policy version
handoff reason
Questions before you put it into production.
How is relationship-based dunning 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 relationship-based dunning workflow?+
The workflow stops or changes route when relationship context requires a pause, handoff or revised route. 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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