NexoPad

Email template to request billing details from a client

To collect all the details you need before issuing an invoice.

FinanceTone: Clear68 words
Hi customer name, To prepare the invoice for Project or service, could you confirm the following details? • Company name or full legal name. • Tax ID number. • Billing address. • Purchase order number, if your company uses one. • Email address where invoices should be sent. If you can send them by date + 3 days, I'll be able to issue the invoice without delay. 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 or copy it

    Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.

  2. 2Create the snippet

    In NexoPad, create a new snippet, paste the text and give it the shortcut /billinginfo.

  3. 3Type it anywhere

    In Gmail, Zendesk or any website, type /billinginfo and fill in the blanks.