> ## Documentation Index
> Fetch the complete documentation index at: https://help.sweeply.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage invoices and send overdue reminders

> Review open, overdue, and paid invoices, inspect payment history, and send overdue reminders by email or SMS.

Use **Invoices** to follow issued invoices from the connected accounting provider and act on overdue balances. You can inspect one invoice or send reminders for an eligible selection.

## Access and prerequisites

* **Read orders** gives access to the invoice list and details.
* **Update notifications** is also required to send reminders.
* The company must have global email or SMS notifications enabled for that channel to be selectable.
* The invoice must be issued, have a known due date and remaining balance, be past its due date, and have no pending or closed payment flow.
* Each selected channel needs a valid customer email address or phone number.

Customer event-specific notification overrides do not govern this member-initiated reminder. Confirm the intended recipients before sending.

## Review invoices

Use **Overdue**, **Open**, **Paid**, or **All** to choose a view. Search by invoice, customer, or property address, and open a row to review:

* invoice value, remaining balance, due date, provider, and synchronization time;
* recorded payments and refunds;
* previous email and SMS reminder deliveries;
* the related order.

<Note>
  Sweeply refreshes invoice and payment state from the accounting provider before dispatch. A reminder can therefore be skipped when the balance, due date, recipient, or payment flow changed after you selected it.
</Note>

## Send overdue reminders

<Steps>
  <Step title="Open Invoices">
    Choose **Overdue**, then search or filter until the intended invoices are visible.
  </Step>

  <Step title="Select invoices">
    Select individual rows or all eligible matching invoices. One command can contain at most 500 invoices.
  </Step>

  <Step title="Choose Send reminder">
    Wait for Sweeply to check current eligibility and count recipients that are ready for email and SMS.
  </Step>

  <Step title="Choose channels">
    Enable email, SMS, or both. A channel is unavailable when it is disabled for the company or none of the selected invoices has a valid recipient.
  </Step>

  <Step title="Confirm and send">
    Sweeply queues the selected invoices for a final provider and recipient check. Review each invoice's reminder history for the delivery outcome.
  </Step>
</Steps>

<Warning>
  Queue confirmation does not mean every reminder was delivered. Selecting the same invoice and channel again on the same company-local date does not send a duplicate.
</Warning>

See [Templates and delivery status](/customer-communication/templates-and-delivery-status) to understand delivery outcomes and [Reports](/reports/understand-reports) for company-wide receivables and collection measures.