How to set a payment reminder schedule
By DueBuzz · Updated
DueBuzz schedules reminders relative to each invoice's due date, with up to 6 steps from 30 days before due to 60 days after. You should not have to remember which client needs a nudge next while you are doing the work they hired you for. Set a shared schedule, adjust individual invoices when needed, and choose how to review messages before they go out. The dates below are an editable example of the default timing.
Example: an invoice due October 9
This example uses October 9, 2026 as the due date. The timing is editable, and the tone determines what the message asks for.
- October 6: 3 days before due. Friendly wording shares the invoice details without requesting early payment.
- October 9: on the due date. Professional wording asks for processing.
- October 16: 7 days after due. Firm wording asks for a payment date.
- October 23: 14 days after due. Final wording asks for a reply without threatening consequences.
Separate the schedule from the wording
The account-wide sequence gives invoices a shared schedule. An optional schedule on one invoice lets you change its timing. You can pause that invoice while keeping it open, then resume when needed.
In guided mode, subjects and bodies belong to tones. Editing a tone changes the wording for steps that use it. Custom mode uses one template throughout the sequence. Template variables fill in details such as the client name, amount and due date.
Understand the daily run and overdue catch-up
DueBuzz sends reminders through a daily scheduled run. If you add an invoice that is already overdue, the next run sends the most appropriate single reminder and continues from there. It does not send all missed steps at once.
Use review-before-sending if you want to check the catch-up message before it leaves. Every reminder waits for approval in that mode.
Choose how to review upcoming reminders
With automatic sending, the optional heads-up email shows tomorrow's scheduled reminders. Its links let you skip a reminder, mark an invoice paid or pause the chase. You receive no heads-up when nothing is scheduled for tomorrow.
Review-before-sending replaces that heads-up with an approval queue. It does not run both controls together. Marking an invoice paid stops its remaining reminders in either mode.
Plan for the end of the sequence and trial
When the last scheduled step has gone out and an invoice remains unpaid, the chase ends and the invoice moves to Stalled. Chase again adds further steps with the Ongoing tone.
If your free trial ends without a subscription, reminders are held and your invoices and settings are kept. Subscribing resumes sending on the next daily run, starting with the latest step for each invoice.