NexoPad

Email template to request a purchase order (PO) number before invoicing

To ask a client for their purchase order number before issuing an invoice.

FinanceTone: Friendly77 words
Hi name, The invoice for Project or order is ready. Before I send it, could you share the purchase order (PO) number it should reference? Many accounting teams can't process invoices without one, so I'd rather include it from the start and avoid delays. If you don't use purchase orders, just tell me and I'll send it as is. If I have the number by date + 3 days, the invoice goes out that same week. 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 /ponumber.

  3. 3Fill in and done

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