How-to
    Financial Management

    Send a reminder for an overdue invoice

    Learn how to manually send single or bulk reminders for overdue invoices, and how to set up automatic reminders to get paid faster.

    4 min read
    Updated June 3, 2026

    This article shows you how to send a reminder for an overdue invoice. Sending a timely reminder encourages prompt payment and improves your organization's cash flow.

    Before you start

    • You need a staff member role with Manage invoices permissions.
    • You must have at least one invoice with a status of Overdue. An invoice becomes overdue the day after its due date.

    Send a reminder for a single invoice

    You can send a manual reminder for any specific overdue invoice. This is useful for high-value invoices or clients who need a personal touch.

    1. From the main navigation, select Invoices.
    2. Select the Overdue tab at the top of the invoice list. This filters the list to show only overdue invoices.
    3. Locate the invoice you want to send a reminder for.
    4. Click the More options (•••) icon at the end of the invoice row.
    5. Choose Send Reminder from the dropdown menu.
    6. A preview window appears. You can review the recipient, subject line, and email body. You can also add a personal message to the top of the email.
    7. Click Send Email to send the reminder.

    Send reminders for multiple invoices

    If you have several overdue invoices, you can save time by sending reminders in bulk.

    ⚠️ Heads up: Sending invoice reminders in bulk is available on the Pro and Ultra plans.

    1. Navigate to Invoices → Overdue.
    2. Use the checkboxes on the left side of the list to select the invoices you want to send reminders for.
    3. After you select at least one invoice, an action bar appears at the top of the list.
    4. Click the Send Reminders button in the action bar.
    5. A confirmation dialog appears, summarizing how many reminders will be sent.
    6. Click Send Reminders to confirm. The standard reminder email template will be sent for each selected invoice.

    ℹ️ Good to know: When you send bulk reminders, you cannot customize the message for each invoice. The standard reminder template is used for all selected invoices.

    Set up automatic invoice reminders

    The most effective way to manage overdue invoices is to let AtomicSam send reminders for you. You can set up a schedule for when reminders are sent.

    💡 Tip: We recommend setting up automatic reminders. This saves you manual work and ensures consistent follow-up, helping you get paid faster with less effort.

    1. Navigate to Settings → Invoice & Payment Settings.
    2. Scroll to the Reminders section.
    3. Enable the Automatic Invoice Reminders toggle.
    4. Configure your reminder schedule. You can set multiple reminders to be sent when an invoice is overdue by a certain number of days, such as 3, 7, and 14 days.
    5. Click the Edit Template link to customize the email content for each reminder in the schedule.
    6. Click Save to activate your automatic reminder schedule.

    Good to know

    • A record of each sent reminder is logged in the invoice’s Activity feed. This creates a clear audit trail of your communications.
    • Once a client pays an invoice in full using an online payment link, any further scheduled automatic reminders for that invoice are canceled.
    • Reminders are sent to the primary billing contact associated with the client's profile.
    • You can customize the general content of your reminder emails by going to Settings → Email Templates.

    What's next

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