How to email an invoice.
To send an invoice by email is a standard business practice. Follow these steps to learn how to write an invoice email that will get you paid.
When you send a professional-looking invoice that includes the correct and pertinent information, your chances of getting paid promptly greatly increase. Plus, invoice requirements can vary from company to company, so talk to your customers to learn how to send an invoice through email to them.
Customize and standardize.
Use your creative talents to ensure all your business documents are consistent. By using the same color schemes, images, and logos throughout your printed and digital materials, your invoice will be immediately recognizable. This consistent look makes processing your invoice easier for your customer and will leave them with a positive impression of your company.
What not to do.
To know how to email an invoice can be tricky. Rarely is it acceptable to simply put the contents of an invoice in the body of an email. Always use a form creation tool to make a PDF of your invoice. Attach it to your intro email and send it to the proper confirmed contact. Avoid sending an email to “accounts payable” or any other general email box unless explicitly directed to do so.
Critical invoice information.
To create a proper invoice, you can send through an email, here’s a list of the more important information to include:
- A unique invoice number
- The date the goods or services were delivered
- A description of the product or service
- The date of the invoice
- The amount payable
- The payment due date
- Payment terms and payment instructions
- The last payment amount and date
- Contact information (for client invoice questions)
Document creation tools that move your business ahead.
One of the most important aspects of any business tool is how it integrates with other pieces of software vital to your company. For invoices and other business forms, explore what more you can do with Adobe Sign.