Chase overdue invoices without duplicate reminders

Find genuinely overdue balances, check for recent payments, send the right reminder, and avoid repeatedly contacting the same customer.

Reviewed 26 July 2026For Web, iPhone & iPad, Android
In this guide

An invoice showing as overdue needs checking before it needs chasing. Confirm the balance, recent payment activity, due date and previous emails before contacting the customer.

Instructions for your platform

Choose where you’re using Surehand. We’ll remember your selection for the next guide.

Review overdue invoices on the web

  1. Open Invoices.
  2. Filter the list to Overdue.
  3. Open the invoice and confirm its outstanding balance.
  4. Check the customer’s Payments and Emails history.
  5. If the balance is still due, choose Send Payment Reminder.
  6. Confirm the recipient before sending.
Example data: invoice status filters and a fictional invoice in the current Surehand web app
Example data: invoice status filters and a fictional invoice in the current Surehand web app

For several invoices, select only the records you have checked before using the bulk payment-reminder action.

Check for money already in motion

Before sending a reminder, look for:

  • A manual payment that has not yet been allocated to the invoice.
  • A bank transfer waiting to be reconciled.
  • A Direct Debit payment that is pending, confirmed or awaiting reconciliation.
  • A recent card payment that is still processing.
  • A credit, correction or agreed payment plan.

Do not create a second payment merely to clear an overdue label. Reconcile or allocate the existing payment correctly.

Choose the right communication

  • Use Resend Invoice when the customer needs another copy of the original document.
  • Use Send Payment Reminder when the balance is genuinely overdue.
  • Use a personal message when there is a dispute, payment plan or context that a standard reminder cannot explain.

Check the customer’s email history so you do not send the same message repeatedly. If a previous email bounced or failed, correct the address or delivery issue before retrying.

When the invoice is wrong

Do not chase an invoice with the wrong customer, amount, tax or line items. Correct it using the appropriate invoice action. Void an invoice only when it should no longer be collectible, and record a clear reason.