Payment Instructions + Invoice
An example workflow to send payment instructions and personalized invoice
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Send clients their invoice along with clear instructions for completing payment.
- Sending booking invoices
- Providing payment instructions
- Confirming invoice delivery
Fields your team can fill in
To
Add recipients
Cc
Bcc
Add recipients
Subject
Invoice and Payment Instructions for reference
Attachment
Hi client_first_name,
Attached is your invoice for reference.
Amount Due: $amount
Due Date: due_date
Payment instructions are outlined below. Once payment is received, we’ll proceed with the next steps.
If you have any billing questions, feel free to reply here or call me at me::phone.
Workflow context
When to use this workflow
Use this workflow when sending a client invoice with payment instructions, due date, amount due, and billing team visibility.
What this replaces
This replaces manually writing invoice emails, remembering to CC billing, attaching payment terms, and checking whether the invoice is included.
Why teams standardize this email
Billing emails should be clear and complete. A workflow helps teams include payment terms, amount due, due date, billing visibility, and the required invoice before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the payment instructions and invoice email in Outlook
- Prompts for client name, reference, amount, due date, and phone number
- Adds a reference-specific invoice subject line
- Can CC the configured billing address
- Can include payment terms and require the invoice attachment
FAQ
Does Toggles generate the invoice?
No. Toggles can require the invoice attachment, but the invoice comes from your billing or accounting system.
Can billing be copied on the email?
Yes. This workflow includes a configured billing CC recipient.
Does Toggles process payment?
No. Toggles prepares the Outlook email. Payment happens through your existing payment process.
Part of a starter pack
Explore the Client Services Starter Pack
Help client-facing teams send reliable onboarding, check-in, document, billing, and handoff emails directly from Outlook with the right structure already in place.
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.
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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)
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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.