Receivables workflows for accounting teams
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.
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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
7 days before
3 days before
SMS
due date
7 overdue
SMS
14 overdue
30 overdue
Call
Every follow-up is timed from the invoice due date, so your team stays consistent without chasing manually.
Track invoices
Automate follow-up
Improve cashflow
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.
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Flexible Follow-Up Workflows
Send the right reminder before or after due dates, based on how your clients prefer to work.
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Multiple Workflow Management
Keep different customer groups on clear follow-up rules without rebuilding the process each time.
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Receivables Dashboard
Know what is outstanding, what has been sent, and what needs attention from one view.
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Beyond Templates
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.
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
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.
Track invoices. Automate follow-up. Improve cashflow.
A calmer way to manage receivables before and after invoice due dates.
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