Email template to request missing receipts and invoices
To collect the receipts or invoices you need to close the month's accounts.
AdminTone: Friendly71 words
Hi customer name,
I'm closing the books for Month or period and I'm missing a few documents from you:
Expenses without a receipt or invoice
Could you send them by date + 3 days? A clear photo or the PDF works. For invoices, please make sure the company's billing details appear on them.
If any of them got lost, let me know and we'll figure out how to document 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
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 /receipts.
3Type it anywhere
In Gmail, Zendesk or any website, type /receipts and fill in the blanks.