how to write an email to client with invoice as an attorney

Add a note about attorney-client privilege to the subject line. Include the words "Privileged," "Confidential," or "Attorney-Client Communication" in the subject line of your email. It helps to make these words stand out as much as possible, such as by typing them in all caps or putting asterisks on either side.

Full Answer

How do you write an invoice in an email?

As usual, your invoice letter or email should begin with a greeting. If you haven’t communicated with the recipient for a while, it is customary to include a brief message. Then, you should inform your client that you are getting in touch to invoice them for the work you have completed, and that you have attached the invoice to this email.

How do you write attorney client privilege in an email?

An invoice email is an email sent to clients with the invoice document and other necessary information. The email also includes other notes to let your client know about the actions you have taken on the delivery of goods or services and the invoice.

How do you Email an invoice to a collection agency?

Subject line: Invoice [invoice number] for [product/service name] due [invoice due date] Hi [Recipient name], I hope you’re well. Please see attached invoice number [invoice number] for [product/service name], due on [invoice due date]. Don’t hesitate to reach out if you have any questions. Kind regards, [Sender name]

How to write a past due invoice email?

Tips for how to write an invoice via email. Learning how to write an email with an invoice attached is a straightforward process. We’ve put together a couple of key tips to ensure you make it as easy as possible for your clients to process your invoice: 1. Include the invoice as an attachment . Don’t paste your invoice into the body of the ...

How do you email an invoice to a client?

Tips for how to write an invoice via emailInclude the invoice as an attachment. Don't paste your invoice into the body of the email. ... Include all the important information in the subject line. ... Consider using an invoice template. ... Make sure your invoice includes everything the client needs to know.

What do you write in an email when sending an invoice?

A good invoice email includes a number of elements, including:The invoice number.Due date.Due amount.Payment instructions that are clear and easy to follow.A brief overview of deliverables or products sold.Notice when payments are past due with an offer for how you will handle overdue balances.

How do you present an invoice to a client?

How to create an invoice: step-by-stepMake your invoice look professional. The first step is to put your invoice together. ... Clearly mark your invoice. ... Add company name and information. ... Write a description of the goods or services you're charging for. ... Don't forget the dates. ... Add up the money owed. ... Mention payment terms.13 Aug 2020

How do you politely ask for an invoice in an email?

Dear {first name} and team, Please find a copy of your invoice {Invoice number} due {due date} attached for the amount of {amount due}. Please remit payment at your earliest convenience prior to the due date. If you need additional information on making r payments please let me know.8 Dec 2021

What do you write at the end of an invoice?

When writing your invoice payment terms, always be polite. Saying “please pay your invoice within” or “thank you for your business” may not only help you get paid faster, but it'll be good for your brand and image.6 Jul 2017

How do you bill a client for the first time?

Read on to see the five required steps to getting paid promptly from your freelance clients.Refer to the contract.Create an invoice template.Make it easy to pay.Send invoices promptly.Follow up with late payments.

How do I request payment from a client?

How to ask someone to pay you for workAvoid letting too much time pass from the payment due date. ... Set up an emailing schedule. ... Send polite reminders before the due date. ... Send a polite but direct email on the due date. ... Firmly remind them when your invoice is overdue. ... Call them if they still don't pay you.More items...•9 Sept 2021

How do you politely ask a client for payment?

Asking for payment from clients over the phoneMake sure you're talking to the right person.Introduce yourself.Have a good idea of what you want.Get straight to the point.Speak calmly and clearly.Do not let the emotions get the better of you.Summarize everything at the end of the call.28 Sept 2021

How do you follow up a client payment by email?

If a customer still hasn't paid on this late invoice, follow up on your initial email after one week with a friendly payment reminder. If that doesn't work, send another reminder in two weeks, then one month later. Be clear about how late the invoice is and ask them to reach out if they have questions or concerns.

What is a good invoice template?

A good invoice template should allow you to break down each product or service into an item, and then outline how much you charge for each item. This is the clearest way for your client to see how much you charge, and why.

What are the elements of an invoice?

Key Elements of an Invoice Template 1 Your business details (name, logo, contact information) 2 Invoice number 3 Full name and contact details of the customer 4 Invoice date 5 Due date 6 Due amount 7 Itemized list of services/products along with the breakdown of rates and prices 8 Additional details such as terms and conditions and payment methods

Why do we need an email template?

The quick answer is that email templates save you time: with a template, you wouldn’t have to type the message every time you have to write an invoice email to a client. This is especially useful for companies with varied products or services, so they know which information is needed in the message and how it should be formatted.

What should a cover letter include?

Your cover letter should include some basic details about who you are and what you provide. Make sure to include your business name or company name in the invoice letter. You should also include a timescale of the project you have worked on, including the start and end dates.

Why use a template for invoices?

A template is also a useful tool if you’re sending an invoice to multiple clients, as it ensures that the messages are consistent. Another benefit of using templates for your invoices is that they can be personalized for each client by inserting their name and other relevant information into placeholders in advance.

What is hiveage tool?

Tools like Hiveage helps you automate the process of creating invoices and emailing them to your clients. This makes the process very straightforward and significantly reduces the hassle for you.

Is it common to chase a freelancer?

Chasing payments is unfortunately a common grievance when working as a freelancer. Your client may have an explanation for why they have been unable to pay you before the due date.

What happens if you don't include all the information on an invoice?

If you don’t include all the necessary information, your client may need to request a second invoice, or they might just neglect to pay at all. Check out our guide to how to write an invoice for a comprehensive list of everything you need to include on the invoice itself.

How does GoCardless work?

GoCardless helps you automate payment collection, cutting down on the amount of admin your team needs to deal with when chasing invoices. Find out how GoCardless can help you with ad hoc payments or recurring payments. GoCardless is used by over 55,000 businesses around the world.

Can you paste an invoice into an email?

Don’t paste your invoice into the body of the email. Instead, attach it as a downloadable PDF file. This enables your clients to save, print, or upload your invoice to their accounting software.

What is Gocardless payment?

GoCardless helps you automate payment collection, cutting down on the amount of admin your team needs to deal with when chasing invoices. Find out how GoCardless can help you with ad hoc payments or recurring payments.

Can you paste an invoice into an email?

Don’t paste your invoice into the body of the email. Instead, attach it as a downloadable PDF file. This enables your clients to save, print, or upload your invoice to their accounting software.

What is attorney-client privilege?

The attorney-client privilege only protects confidential communication between you and your attorney that is related to their legal representation of you. If you include anyone else in the conversation, the things you say in the email (or that the attorney says in reply) likely won't be considered privileged.

What is privileged communication?

In the American legal system, communications between an attorney and their client in connection with the attorney providing legal assistance to the client are considered "privileged.". This means anything you write to your attorney (or your attorney writes to you) in the context of their representation of you is confidential.

Who is Jennifer Mueller?

Jennifer Mueller is an in-house legal expert at wikiHow. Jennifer reviews, fact-checks, and evaluates wikiHow's legal content to ensure thoroughness and accuracy. She received her JD from Indiana University Maurer School of Law in 2006.

Is WikiHow a copyright?

All rights reserved. wikiHow, Inc. is the copyright holder of this image under U.S. and international copyright laws. This image is <b>not</b> licensed under the Creative Commons license applied to text content and some other images posted to the wikiHow website.

Common reasons clients fail to pay

It may have started innocently. Your invoice came in the mail, and your client set it aside on his kitchen table to open after dinner. The envelope got shifted around to a few different places in the house, such as a desk, a to-do pile, and maybe even back to the kitchen counter with the checkbook.

What to consider before sending the next collection letter to a client

Make sure all of your clients are given a copy of your payment policy before their first sessions. Ask them to sign it stating that they’ve received a copy, read it, and agree to the terms. It’s also a good idea to post the payment policy in your waiting room and on your website.

Send this fill-in-the-blank collection letter to a client

I hope you’re well. It’s {Your Practice Name’s} policy to contact clients who’ve received a bill in the past 30 days, but have yet to remit payment. I know that life often gets in the way, and bills get misplaced or overlooked, so I thought it best to contact you directly.

How often should you send a collection letter to a client in default?

The amount of contact you’ll need to have with clients who haven’t paid will depend on a variety of factors. If you’re still regularly seeing the client in your practice, having a frank one-on-one conversation may be the best place to start.