NexoPad

Monthly statement of account email template

To send the monthly summary of invoices, payments, and outstanding balance.

FinanceTone: Clear59 words
Hi name, Attached is your statement of account for Month, showing invoices issued, payments received, and the balance to date. Outstanding balance: Outstanding balance. Please take a look when you can. If any item doesn't match your records, let me know which one and we'll go through it together. If everything looks right, no need to reply. Best regards,

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 /statement.

  3. 3Fill in and done

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