As you must very much know, law firms typically juggle a substantial number of clients, which makes writing invoice and payment request emails from scratch time-consuming, especially when many payments are due.
Email templates for requesting invoice payment come in handy as they can help cut down on the amount of admin time and effort you'd otherwise expend in individually crafting email content for each client.
Creating reusable email templates for invoices
To create invoice email templates:
Navigate to the side-bar menu and click Automation
Tap Email Templates, then click New email
Choose either of HTML Template, Text Template, or Adaptable types
Creating HTML-styled email template from scratch
HTML-styled email templates are responsive, dynamic, and visually-appealing email content layout.
To create HTML-styled email template:
Click on New HTML Template
Drag and drop desired elements to create an outline
Use as many invoice fields merge tags as you can to automate the inclusion of dynamic invoice details such as invoice number, amount due, and due date.
Input a template name and email subject line
Click Save
Creating plain text email template from scratch:
Plain text email templates are precisely what they sound like. They are email content formats with plain text and no bells and whistles.
To create Plain Text email template:
Click on on New Text Template
Input the email content
Include invoice fields merge tags to automate the inclusion of dynamic invoice details such as invoice number, amount due, and due date.
Enter a template name and email subject line
Click Save
Adapting ready-made email designs:
Instead of creating email templates from scratch, you can adapt several ready-made email layouts we've provided by editing its elements to craft an invoice email theme that suits your purpose.
To restyle a ready-made email template:
Click on any tailor-made template
Tap Customize in the next window
Edit it to suit your purpose
Input a template name and email subject line
Click Save