NexoPad

Email template to send monthly invoices and receipts to your accountant

To send your accountant the invoices, receipts and records gathered each month.

AdminTone: Professional56 words
Hi name, Here are the accounting documents for Month and year. You will find everything Where. Included: • Invoices issued • Invoices received • Expense receipts • Bank statements Notes or missing documents If you need anything else to close the month, let me know by date + 5 days and I will find it. Thanks,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it

    Click “Add to NexoPad”: it’s saved as a snippet, with its variables.

  2. 2Type the shortcut

    In Gmail, Zendesk or any website, type /monthdocs.

  3. 3Fill in and done

    NexoPad asks you for the missing details and fills in the dates for you.