Email Template To Send Invoice

Dont just send the attached invoice with a blank email.

Email template to send invoice. Instead you want to write a note thats concise polite and quick. We even included sample invoice reminder and past due email templates at the end of this post that you are free to use. The differentiators are letting the customer know late payment is not okay and adding an element of urgency to payment reminders. If you know youd like to have another message in your emails there are many places to do so.

The best practice email template continues to try and achieve the goal of early overdue getting a payment date agreed. This takes quite a bit of the work out of the process as it has a template already created that you fill in with relevant info about your client and the work you did. You dont want to wait too long to send out your emails so be swift about it. A pdf document of the invoice will be attached to the email.

Backup the template that you want to customize edit. One other way to send an invoice to a client by email is to use an invoicing software. Invoice invoice reference number overdue. You will see a preview of the email to be sent to your customer which will use the format you had set up in the templates page.

If the template you choose already has the email address inside the printable invoice form skip this step. Then click on the invoice narrative tab. Simply fill in the blanks and print in minutes. In this sample we take c3001 basic sales invoice template light blue as the basic template replace the country field with the email field.

Download samples of professional document drafts in word doc and excel xls format. When sending your invoice via email its important to include a professional message. The place to create your default email message is under client settings. Instant access to 1900 business and legal forms.

Depending on how you configure your invoices and schedules the invoice email will provide basic details about the invoice such as invoice and total due will display a condensed version of the invoice below the introductory text including line items taxes discounts payments made and balance due. Youll see a box labeled invoice email message where you can write your own message for all invoices that are sent via email. Invoicing software or billing services. You can send this email to include up to five different email addresses.

Getting paid on time is always a race against the clock. What to include in your invoice email.