How can we help?
🚀
Getting Started
Set up your account and first sequence.
✉️
Email & SMS
Templates, sending, and compliance.
🔌
Integrations
QuickBooks, Stripe, and Xero.
📄
Invoice Automation
Reminders, sequences, and rules.
📊
Dashboard
Reading your metrics and activity.
⚙️
Account & Settings
Billing, team, and preferences.
🔒
Security
Data, access, and OAuth.
💳
Billing & Plans
Subscriptions and SMS usage.
Popular articles
Connecting QuickBooks to Retenva
Authorize read-only access in under five minutes.
Building your first reminder sequence
Configure upcoming and overdue steps.
Understanding SMS compliance & STOP
How opt-in and opt-out are handled.
Sending a manual reminder
Use "Send Reminder Now" on any invoice.
Reading your dashboard metrics
Outstanding, overdue, and days-to-pay.
