As you are likely aware, law firms often handle a significant number of clients, which can be time-consuming when it comes to writing invoice and payment request emails from scratch, particularly when multiple payments are due.
Having email templates for requesting invoice payment proves to be extremely useful in reducing administrative time and effort required to individually create email content for each client. These templates streamline the process and enhance efficiency by providing a ready-made structure that can be personalized as needed for each client.
Creating reusable email templates for invoices
Here's how you can create invoice email templates:
Navigate to the side-bar menu and click on Automation.
Select Email Templates and click on "New email."
Choose one of the following types: HTML Template, Text Template, or Adaptable.
Creating an HTML-styled email template from scratch
HTML-styled email templates are visually appealing and dynamic. Follow these steps to create an HTML-styled email template:
Click on New HTML Template.
Drag and drop the desired elements to create the outline of your email.
Utilize invoice fields merge tags to automate the inclusion of dynamic invoice details such as invoice number, amount due, and due date.
Provide a template name and email subject line.
Creating a plain text email template from scratch:
Plain text email templates are simple and straightforward. Here's how you can create a plain text email template:
Click on "New Text Template."
Enter the email content in plain text format.
Include invoice fields merge tags to automatically insert dynamic invoice details such as invoice number, the amount due, and due date.
Specify a template name and email subject line.
Adapting ready-made email designs:
Lawcus offers ready-made email layouts that you can adapt to your needs instead of creating templates from scratch. Follow these steps to adapt a ready-made email template:
Select any of the pre-designed templates.
Click on "Customize" in the next window.
Edit the elements of the template to fit your requirements.
Enter a template name and email subject line.
By utilizing Lawcus' invoice email templates, you can save time and effort in crafting personalized payment request emails for your clients.