SMS Opt-In Workflow

Last updated: March 2026

Overview

Dueflo is a B2B accounts receivable automation platform. Businesses (our customers) use Dueflo to send automated invoice payment reminders — via email and SMS — to their clients (debtors) who have outstanding invoices. Dueflo acts as a technology provider on behalf of these businesses.

SMS messages are sent only on behalf of verified Dueflo business accounts, and only to recipients who have an established commercial relationship with the sending business and whose phone number was provided during that business relationship.

How Consent is Collected

Dueflo uses a two-layer consent model:

Layer 1 — Business owner attestation (during onboarding)

During the Dueflo onboarding flow, every business owner must check the following box before their account is activated for SMS sending:

"I confirm that I have obtained prior written consent from each of my clients to receive SMS payment reminders on their behalf. I understand that every SMS sent by Dueflo includes a STOP opt-out instruction, and that sending is restricted to 8am–9pm in the recipient's local time."

This checkbox is required and cannot be bypassed. The "Save & Continue" button is disabled until the box is checked.

Layer 2 — Existing commercial relationship

Recipients (debtors) have an existing commercial relationship with the sending business. Their phone number was provided directly to the business during the course of that relationship (e.g., stored in QuickBooks as part of a client contact record). Dueflo syncs phone numbers directly from QuickBooks — no phone numbers are sourced from third parties.

Message Content

All SMS messages sent by Dueflo are transactional payment reminders. No promotional content is included. Messages are sent at two points in the collection sequence: at 14+ days overdue and 30+ days overdue.

Example messages:

Hi [FirstName], invoice #[INV-001] for $[Amount] is [X] days overdue. Please arrange payment. Pay now: https://dueflo.com/p/abc123 – [BusinessName]. Reply STOP to opt out.

[FirstName], invoice #[INV-001] for $[Amount] is [X] days overdue. Immediate action required to avoid escalation. Pay now: https://dueflo.com/p/abc123 – [BusinessName]. Reply STOP to opt out.

Opt-Out Mechanism

→Every SMS includes "Reply STOP to opt out" in the message body.
→Recipients who reply STOP are immediately unsubscribed and will receive no further SMS messages from Dueflo.
→Opt-out keywords honored: STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT.
→HELP keyword returns: "For help with payment reminders from Dueflo, visit dueflo.com or reply STOP to unsubscribe. Msg & data rates may apply."

Sending Restrictions

→SMS is only sent between 8am and 9pmin the recipient's local time zone (TCPA compliant). Messages outside this window are held and retried.
→SMS is only available on Professional and Business plans — not the Starter plan.
→Sequences stop automatically the moment payment is detected in QuickBooks.
→Maximum 2 SMS messages per invoice (steps 3 and 5 in the 6-step sequence).