Clone a Dunning Schedule

Start from an existing Dunning Schedule instead of building a new one from scratch. Cloning copies a Schedule's steps and messaging, within the same collection method, so you can make quick adjustments for a new Plan scope or business scenario.

What gets cloned

When you clone a Schedule, Advanced Billing duplicates:

• The sequence of steps (days, actions, retry settings, and message delivery settings).
• The email templates tied to each step, so you can edit them without changing the original Schedule.

When cloning is useful

Here are common real-world reasons to clone a Dunning Schedule:

• Different Plan scope, same process
  You already have a proven Dunning Schedule for one Plan Family and want to apply it to a new Plan without re-entering every step.
• Seasonal or promo variations
  You want a shorter dunning window for a limited-time offer while keeping your standard Schedule intact.
• Regional policy differences
  You need a slightly different sequence of reminders for customers in a new market or business unit.
• Testing improvements
  You want to experiment with a new sequence of steps (emails, retries, cancellation timing) without disrupting your current live Schedule.

Clone a Dunning Schedule

Cloning opens the same wizard used to create a new Schedule, titled Create Dunning Schedule, pre-filled with the copied Schedule's steps and messaging.

To clone a Dunning Schedule

1. Go to Config > Retries & Dunning in your Advanced Billing settings.
2. In the Dunning Schedules list, find the Schedule you want to copy, then select the ellipsis icon in its row and select Clone.
3. On the Set Up Schedule Details screen, update the Schedule Name and Applied To scope, then select Continue. Dunning Type carries over from the original Schedule and can't be changed here, so cloning only works within the same collection method.
4. On the Build Schedule screen, review the copied steps and messaging, then select Save Dunning Schedule.

Best practices

Keep these in mind after cloning a Dunning Schedule:

• Give the cloned Schedule a unique name so it is easy to identify later.
• Check Advanced Settings and any Additional Triggers. These carry over from the original Schedule too, so confirm they still match your intended use case.
• Cloning can't change the collection method. To reuse a Schedule's steps for a different collection method (for example, moving from Credit Card to ACH), create a new Schedule from scratch instead.

Related information

To decide which existing Schedule is the best starting point to clone, see Choosing a Dunning Schedule.