Receivables workflows for accounting teams

Get Paid Faster Without The Follow-Up

Get Paid Faster Without The Follow-Up

Automate invoice reminders, overdue notices and customer communications with flexible receivables workflows connected directly to your accounting software.

Automate invoice reminders, overdue notices and customer communications with flexible receivables workflows connected directly to your accounting software.

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Connect Xero or QuickBooks-style tools in minutes.

Workflow: Invoice follow-up

Connected to your accounting software

Synced

14 days before

Email

7 days before

Email

3 days before

SMS

due date

Email

7 overdue

SMS

14 overdue

Email

30 overdue

Call

Every follow-up is timed from the invoice due date, so your team stays consistent without chasing manually.

Connects directly to your accounting software

Track invoices

Automate follow-up

Improve cashflow

Beyond Templates

Every follow-up remembers what came before

Every follow-up remembers what came before

Retrievr tracks every conversation with every customer, so the next message picks up where the last one left off — instead of repeating the same reminder.

Retrievr tracks every conversation with every customer, so the next message picks up where the last one left off — instead of repeating the same reminder.

When a customer responds, mentions a part payment, or asks for more time, that’s recorded against the invoice. The next follow-up reflects it. No generic reminders sent to someone who already replied.

Invoice #1042

Overdue follow-up

Retrievr · sent earlier

Hi John, just a heads up — Invoice #1042 ($4,200) is due this Friday.

Retrievr · one week later

Hi John, we spoke last week about a possible part payment on Invoice #1042. Are you still on track for that?

Sent automatically — based on John’s last response.

Payment Date Collector

Payment Date Collector

Once an invoice is overdue, Retrievr shifts from reminding to resolving — directly asking the customer for a payment date or part-payment date, then logging that commitment against the invoice. Your team always knows what’s been promised and when.

Once an invoice is overdue, Retrievr shifts from reminding to resolving — directly asking the customer for a payment date or part-payment date, then logging that commitment against the invoice. Your team always knows what’s been promised and when.

Receivables work that runs in the background

Retrievr keeps invoice activity organised, so your team can follow up consistently without adding more admin.

Automated Receivables Tracking

See unpaid invoices as they change, without manually checking each accounting file.

Flexible Follow-Up Workflows

Send the right reminder before or after due dates, based on how your clients prefer to work.

Multiple Workflow Management

Keep different customer groups on clear follow-up rules without rebuilding the process each time.

Receivables Dashboard

Know what is outstanding, what has been sent, and what needs attention from one view.

You’re Always In Control

You set the rules. Retrievr follows them exactly.

Timing, tone, and escalation are entirely up to you — choose which invoices get followed up, how soon, and through which channels. Retrievr applies your rules consistently, every time, without missing a step or sending anything you haven’t approved.

Track invoices. Automate follow-up. Improve cashflow.

Track invoices. Automate follow-up. Improve cashflow.

A calmer way to manage receivables before and after invoice due dates.

A calmer way to manage receivables before and after invoice due dates.

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