Invoice follow-up automation: Follow up outstanding invoices without losing the overview.
An issued invoice often still needs follow-up: understand what remains open, send an appropriate reminder and respond to a question or payment. In the software that happens from the same invoice, with a payment link and reminders that go out by themselves.
Invoice follow-up · Outstanding
ExampleExample · Next action
Review needed- Invoice status
- Outstanding, payment link sent
- Next action
- Reminder or human follow-up
- Exception
- A response or arrangement stops the standard route
Next step
Define the first reminder rule
Choose the period, tone and exception that determine the first follow-up step.
Sending a reminder is only one part of invoice follow-up.
An outstanding amount can mean a payment in progress, a question about the invoice, a mistake or a deliberate arrangement. Blindly sending the same email does not improve a relationship. That is why the software shows the payment status per invoice, sends reminders by set rules and lets you take an invoice out of the automatic route when there is an arrangement.
From an outstanding invoice to an appropriate next action.
Payment status per invoice
When a customer pays through the payment link, the invoice is marked paid straight away. One overview shows what is outstanding, overdue or being handled.
Reminders by set rules
You set the tone and timing of reminders. A customer response, payment arrangement or flagged exception pauses the automatic route.
Handle exceptions visibly
A colleague sees which invoices need attention, why they do and which action has already happened. The software eases routine work without replacing the conversation with a customer.
Invoicing and follow-up in the same software.
The invoice comes from the quote or the work already in the software, and the follow-up belongs to that same invoice. Your accountant can view along or receive an export. Collection and legal action remain a decision for your team: the software sends reminders, not formal demands with consequences.
Payment status is always current
A payment through the payment link marks the invoice paid at once, so nobody receives a reminder for an invoice that has already been settled.
Context determines the next step
A customer response, payment arrangement or invoice correction interrupts the standard route. The reason remains visible on the invoice.
Human attention for exceptions
Situations needing review, such as a disputed invoice or an unclear payment, are flagged. A colleague decides what is appropriate.
Duehello: B2B invoice follow-up software
Duehello is our own product for outstanding invoices, reminders and next steps in one workspace.
All customer stories
Duehello
Invoices sent. Follow-up taken care of.
Read the story
Hotel Aadam Wilhelmina
Online check-in, even at two in the morning.
Read the story
L'Artiste Barbershop
A full calendar starts with easy booking.
Read the storyThe photos with the customer stories are illustrative, not photos of our clients.
Reminder rules and exceptions are ready at the start.
At the start we set up your invoice template, payment methods, payment terms and reminder rules, in a tone that suits your customers. We agree which situations stop the automatic route and who in your team picks up exceptions. Your software is a one-off investment, fully set up for your business, that pays for itself in less manual work and fewer errors. After that you pay a fixed monthly licence for hosting, updates and support.
View pricingSupport and updatesGood to know.
Explore pricing and optionsCan invoice follow-up be automated?
Yes. Reminders follow the rules you set, and a payment through the payment link stops them automatically. Exceptions and sensitive customer conversations stay with a colleague.
Can my accountant get access?
Your accountant can view along in the software or receive an export of invoices and payments.
Is Duehello a Vorlyo product?
Yes. Duehello is our own product for outstanding invoices, reminders and next steps in one workspace.
What often connects to this.
- Client portals for accountantsGive clients one view of documents, questions and next steps. Your team can distinguish submitted information, reviewed material and unanswered requests.
- Supplier portal for purchasing teamsCollect business details, documents and contact changes in a supplier portal where your purchasing team reviews every change.
What would you improve first?
Select the points that apply to you and download your selection to prepare for the intake. These choices stay in your browser.
Or start your intake nowInvoices that follow themselves up.
Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.
WhatsAppinfo@vorlyo.com Invoices that follow themselves up.
- Payment status per invoice
- Reminders by set rules
- Handle exceptions visibly