<aside> 📖 Notes on the email template: The first invoice email should balance professionalism with warmth. It’s a chance to reinforce clear communication, include all necessary details (amount, due date, payment methods), and maintain a positive tone. Send it promptly after the agreed milestone or project start to show your organization and professionalism.

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You’ll notice there are no “personality versions” of the emails in the category of “Money Matters”. That’s intentional—when it comes to financial matters, it’s important to handle them with professionalism and clarity. Money-related emails should remain in separate threads, be formal in tone, and focus on clear communication to avoid any misunderstandings.

By keeping these emails professional and matter-of-fact, you ensure that both you and your clients feel confident and aligned throughout the process.

If you prefer, you can even have someone else send these emails, or have them come from an email like [email protected] or even from a “fake” team member. This approach can help maintain boundaries and keep the relationship you have with your client focused on your creative work, while ensuring financial matters are handled with the appropriate level of formality.

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👔 The professional version:

Subject: Invoice for [Project/Service Name]

Body:

Hi [Client’s Name],

I hope this email finds you well! As discussed, I’ve attached the invoice for [specific milestone or service], which marks [project kick-off/milestone completion].

Here are the details:

• Amount: [Insert amount]
• Due Date: [Insert due date]
• Payment Options: [Insert payment methods]

Please let me know if you have any questions—I’m happy to assist.

Thank you for your prompt attention, and I look forward to continuing our work together on [specific project]!

Best regards,

[Your Name]