How To Turn On Past Due Invoice Reminder Emails | 17hats Tutorial

Name: How To Turn On Past Due Invoice Reminder Emails | 17hats Tutorial
Uploaded: 2025-02-22T15:30:30.000Z
Duration: 4 min 21 s

How to Set Up Email Reminders for Invoices in 17hats

Accessing Account Settings

To begin setting up email reminders, click on the gear icon to access your account settings.

Navigate to the "Reminders" tab within the settings page to manage document categories.

Configuring Document Categories

You can toggle reminders for both upcoming and past due invoices.

Note that contacts associated with past due invoices will receive reminders for archived documents as well.

Personalizing Reminder Settings

It is recommended to personalize your email text and settings for a better user experience.

Users can set reminders to repeat monthly for a duration of 12 months, although effectiveness may vary based on individual circumstances.

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Video description

Never chase down past-due documents again! 17hats automatically sends reminders for Quotes, Contracts, Invoices, and Questionnaires—so you don’t have to. In this tutorial, we’ll walk you through how to turn on and customize Past Due Email Reminders to keep your clients on track and payments coming in. 📌 In this tutorial, you’ll learn how to: ✅ Enable automatic email reminders for past-due documents ✅ Customize the message and timing for each reminder ✅ Set rules for when reminders should be sent ✅ Ensure your invoices, contracts, and questionnaires never get forgotten 💡 Pro Tip: Since 17hats automates these reminders, you don’t need to include them in your Workflows! Set it once, and let 17hats do the follow-ups for you. Watch now to get started! 🚀 #17hats #SmallBusinessTools #Automation #ProductivityTips #GetPaidFaster