Industry templates
Last updated: 2026-06-06 Available on every plan
Most service businesses have a specific way they actually want to talk to their clients about money — and a generic invoice reminder rarely matches it.
Industry templates give you a starting point that's already tuned to how your kind of business usually handles collections. You apply one, and your reminder schedule is replaced with a complete 5-step sequence designed for that industry: a gentle heads-up just before the due date, an invoice/due-date email, then overdue follow-ups that escalate in tone.
What's included
Cadence is shown relative to the invoice due date: − = days before, 0 = on the due date, + = days after.
| Industry | Tone | Cadence |
|---|---|---|
| Freelancer / Solo creative | Friendly | −3 / 0 / +7 / +14 / +30 |
| Design / Creative agency | Friendly → firm | −3 / 0 / +5 / +14 / +30 |
| Consulting / Coaching | Formal | −3 / 0 / +7 / +14 / +30 |
| Legal services | Formal → final notice | −5 / 0 / +10 / +20 / +30 |
| Accounting / Bookkeeping | Warm-formal | −3 / 0 / +7 / +14 / +30 |
| Marketing / SEO agency | Friendly | −3 / 0 / +7 / +14 / +28 |
| Health / Wellness practice | Gentle throughout | −2 / 0 / +7 / +14 / +30 |
| Trades / Contractors | Direct → final | −3 / 0 / +5 / +10 / +20 |
Each step has its own subject line and email body, and uses the same
placeholder variables as the regular reminder editor —
{{contact_name}}, {{invoice_number}}, {{amount}}, {{payment_link}}
and so on — so once a template is applied you can still tweak every
step from Settings → Reminder schedule without losing the industry
shape.
Applying a template
- Open Settings → Industry templates. The cards are grouped by tone — friendly first, then formal, then firm — and each carries a colour-coded tone chip so you can see at a glance how hard the sequence pushes.
- Browse the cards. Preview steps on each one opens a pop-up showing all five emails with sample data swapped in, so you can see exactly what your client would receive.
- Click Apply this template on the one that fits best. The currently-applied template (if any) is highlighted and shown in the header.
- Confirm. Duefy replaces your current sequence with the preset.
What happens to invoices already in flight?
Applying a template does not re-send emails for invoices that already had reminders go out. Step-by-step:
- Invoices whose sequence hasn't started yet — they'll use the new template from their first send.
- Invoices already partway through the sequence — the next send picks up the new step at the corresponding day-offset. Past sends are not re-issued.
If you accidentally apply the wrong template, just apply the right one — there's no penalty for switching.
Who can apply a template?
Only the Owner or an Admin of the org. Member / viewer roles can browse and preview, but the Apply button is disabled.
After applying — fine-tune any step
Each industry template is a starting point, not a fixed contract. Once applied, head to Settings → Reminder schedule and you can edit subject lines, change the tone, adjust day offsets, or even add extra steps (up to 8 total). Everything you'd expect on the schedule editor still works.