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
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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.
Workflow context
When to use this workflow
Use this workflow when sending an invoice to a client with project context, payment amount, due date, and payment instructions.
What this replaces
This replaces rewriting invoice emails, manually adding invoice details, and checking whether the invoice attachment and payment instructions are included.
Why teams standardize this email
Invoice emails affect cash collection and client trust. A workflow helps teams send complete, consistent invoice messages while still allowing finance or account teams to review before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the invoice delivery email in Outlook
- Prompts for client name, invoice number, project name, invoice amount, due date, payment instructions, and phone number
- Adds an invoice-specific subject line
- Can require the invoice attachment before sending
- Keeps the email editable for billing context
FAQ
Does Toggles generate invoices?
No. Toggles can require the invoice attachment, but the invoice itself comes from your accounting or billing system.
Can payment instructions be included?
Yes. The workflow prompts for payment instructions and includes them in the draft.
Does Toggles send invoice emails automatically?
No. The user reviews and sends the Outlook draft manually.
Part of a starter pack
Explore the Operations Starter Pack
Help operations teams send structured updates, project messages, invoice notices, and coordination emails from Outlook with fewer missing details.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
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.
Explore Solutions By Role
Operations
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Finance
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Customer Success
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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.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.