Setting Up Automated Invoice Reminders in 17hats

Nicole
Aug 7
3 min read

Tired of sending awkward follow-up emails about unpaid invoices? You’re not the only one.

As a busy service provider, you’ve got plenty on your plate—serving clients, managing your work and life schedules and keeping your creative energy flowing. Having to manually track down payments? No way. That’s one task worth handing off to automation in 17hats.

Let’s walk through how to set up automated invoice reminders in 17hats, so you can protect your time, maintain professionalism and keep your cash flow steady—without lifting a finger after the initial setup.

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Automated Invoice Reminders in 17hats

Why Use Automated Reminders?

Manually following up on overdue payments is not only uncomfortable… it’s also easy to forget. That’s why automated invoice reminders are such a powerful feature in 17hats. With just a few clicks and added tokens, you can set up a system that sends polite, professional nudges to clients who haven’t paid yet.

It’s one of those “set it and forget it” things that saves time, reduces stress and helps keep your expected income on track.

What’s more is that automated invoice reminders can also be activated for upcoming payments due, which serve as a nice courtesy notice for your clients.

Where to Set Up Your Automated Invoice Reminders in 17hats

These reminders are NOT on by default. To access invoice reminder settings in 17hats:

Click the gear icon to go to Account Settings
Select Email Settings
Navigate to the Reminders tab

Here, you’ll find options to automate reminders for each type of 17hats document. For this walkthrough, let’s focus on invoices, which is the section at the bottom.

Turning On Your Invoice Reminders

Within the invoice section, you can turn on reminders for:

Upcoming payments
Upcoming automatic payments
Past due payments
Upcoming and past due payments

Simply toggle on which reminders you’d like to turn on.

NOTE: Invoices will need to have an established due date in order for automated reminders to be sent; AND, any outstanding invoices with due dates will start to get your automated reminders right away, so it may be worth checking in on those to ensure you want automated reminders sent to those individuals.

Customizing Your Automated Invoices Reminders

After you’ve toggled on the reminders you want, click the Edit link within any reminder type to customize the message and subject line. You can use tokens—smart placeholders that auto-fill details like invoice number, amount due and due date—to make each message feel personal and precise.

In the case of past due payments, you can further choose:

how many days after the due date the first automated reminder should go out
often reminders are sent (daily, weekly, or monthly)
how many times the reminder should repeat

Hesitations About Automated Invoice Reminders

Worried about sounding robotic? Go ahead and write something like “This is a friendly automated reminder…” right in the email template. As soon as I implemented that language I felt much better about my own automated reminders.

Also, in some cases, you may be recording payment to your 17hats invoices manually rather than taking payment online through a credit card or ACH processor. If you’re worried about automated reminders being sent to clients who’ve already paid, you can add more language such as “If you’ve recently sent payment for this invoice, please disregard this email. We will record your payment as soon as possible, at which point you’ll receive your payment confirmation.”

Final Thoughts

Setting up your automated invoice reminders in 17hats is a simple but powerful way to stay on top of your incoming payments. You’ll reduce the emotional labor of chasing down money and maintain professionalism in the process.

If you need help customizing your reminders or setting them at the right timing, I’d love to help! You deserve a system that works just as hard as you do.