Invoice Delivery
Deliver an invoice to a client with payment instructions and project context.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Sends an invoice to a client for services rendered, including payment instructions and due date.
- Invoice sent to client
- Payment request delivery
- Service billing email
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Invoice invoice_number — project_name
invoice
Hi client_first_name,
Please find attached Invoice invoice_number for work completed on project_name. The invoice reflects the services delivered as outlined in our agreement.
INVOICE SUMMARY
• Invoice Number: invoice_number
• Project: project_name
• Amount Due: $invoice_amount
• Payment Due Date: due_date
PAYMENT OPTIONS
• payment_instructions
Please review the attached invoice for a full itemization of services. If anything looks incorrect or you have questions about a line item, please reach out right away so we can address it before the due date.
A NOTE ON TIMING
Timely payment helps us keep resources allocated to your project and continue delivering at the level you expect. If you anticipate any issue meeting the payment due date, please contact me in advance — we'd rather work something out proactively than let it create friction in the relationship.
REMITTANCE INFORMATION
If your accounts payable team needs a W-9, vendor setup form, or any other documentation to process payment, please let me know and I'll get it to them promptly. I want to make this as frictionless as possible on your end.
Thank you for the continued partnership. I'm available at me::phone if you need anything.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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Helpful Resources
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Toggles for Outlook Quickstart Guide
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Toggles Business Pro Quickstart Guide
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