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Get every retainer invoiced, paid on time and paid for the work you really did

Viktor checks every retainer is invoiced, chases overdue payments under your rules, flags clients you are over-servicing and drafts the change order for you to approve.

Viktor asks a few setup questions, shows you a first result, then keeps it running

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The prompt

Look after our retainer billing in [Stripe / QuickBooks / Xero]. On the [1st] of each month, check that every client on [retainer list] has been invoiced the right amount and tell me about any that were missed. Every weekday, go through unpaid invoices: send a polite reminder at [7] days overdue and a firmer one at [21] days, and ask me before sending anything past [45] days. Retry failed card payments. Every week, compare hours logged per client in [Harvest / Clockify / ClickUp] with what their retainer covers and flag clients we are over-servicing, with a drafted change order for me to review. Every Monday, send me billed, collected, overdue and over-serviced clients. Send nothing to a client beyond the polite reminders without my approval.

Words in [brackets] are yours to fill in. Viktor asks for anything else he needs.

What Viktor does

  1. Checks every retainer is invoiced on the right day at the right amount in Stripe, QuickBooks or Xero

  2. Sends polite then firmer reminders on overdue invoices under your rules, and retries failed card payments

  3. Compares hours logged per client in Harvest, Clockify or ClickUp with what the retainer covers and flags out-of-scope work

  4. Drafts the change order or overage invoice for approval

  5. Every Monday sends a cash summary: billed, collected, overdue and over-serviced clients

How we count the outcome

We count overdue retainer balances paid within 30 days of a Viktor reminder (USD). We also show days to get paid before Viktor and after. Out-of-scope work you bill after Viktor flags it gets its own line.

Example with typical numbers, not a customer result.

Estimate: 15 retainers, $12,000 overdue across 4 of them. If half is paid 20 days sooner, $6,000 arrives about 3 weeks earlier. Chasing by hand: 22 x 25 min x 0.5 = about 4.6 hours a month, about $159 of bookkeeper time.

Proof

Element Turf, a landscaping company, found $134K of invoices more than 90 days overdue on its first day, with tiered follow-ups that wait for approval.
Krysta Mueggenburg, Element Turf & Outdoor Solutions (from a landscaping company)
Read the case study →

Works with

Needs

  • Stripe or QuickBooks or Xero

Also uses

  • Harvest
  • Clockify
  • ClickUp
  • Gmail
  • Slack
  • Google Sheets

What it sets up

1 monthly invoice check, 1 weekday overdue check, 1 weekly hours vs retainer check, 1 Monday cash summary

Your first result

The current overdue list and any retainers missed this month arrive in the same conversation.

Questions

He sends the polite reminders you set up. Anything firmer, or past the number of days you choose, waits for your approval.

4.8 on G2G2 rating: 4.8 out of 5 stars

Pick one outcome and
hand it over today.

Paste a use case into Viktor. He asks what he needs and shows you a first result in the same conversation.

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