1. Navigate to Invoices and filter by Status = Overdue.
2. All invoices past their due date appear here.
3. Click Send Reminder on any invoice to email the client a payment reminder.
4. Or use Bulk Remind - select multiple overdue invoices and send reminders to all selected clients in one action.

Automating Reminders with Jess AI

Use Jess to handle overdue invoice follow-up automatically:

"Send payment reminders to all clients with invoices overdue by more than 14 days"

Jess shows a confirmation card listing all affected clients and invoice amounts before sending.

Last updated: 2026-03-13