Year-end closing documents request email template
To ask your clients for the documents you need to close the year on time.
FinanceTone: Clear77 words
Hi customer name,
The Year year-end close is coming up, and to have everything ready on time, I need you to send me these documents:
• Any sales and purchase invoices you haven't sent me yet.
• Bank statements through the end of the year.
• Receipts for expenses and investments.
• Other document needed
Please send them by date + 14 days How to send them.
If you're unsure about any document, just ask.
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
1Add it or copy it
Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.
2Create the snippet
In NexoPad, create a new snippet, paste the text and give it the shortcut /yearenddocs.
3Type it anywhere
In Gmail, Zendesk or any website, type /yearenddocs and fill in the blanks.