Finance and accounting templates
Invoices, collections, expenses, budgets, month-end close, vendor payments and finance notes. 50 free templates, 7 of them longer notes. Open one to fill in the blanks and copy it.
Invoicing and collections
Get paid on time, politely.
- Invoice email Snippet Sends an invoice. Hi [Name], Please find attached invoice [Invoice number] for [Amount], due on [Due date]. Payment details…
- Friendly reminder Snippet Before due date. Hi [Name], A friendly reminder that invoice [Invoice number] for [Amount] is due on [Due date]. Let me know…
- First overdue notice Snippet Just past due. Hi [Name], Invoice [Invoice number] for [Amount] was due on [Due date] and is now overdue. Could you let me…
- Second overdue notice Snippet Firmer. Hi [Name], Invoice [Invoice number] ([Amount]) is now [Days] days overdue. Please arrange payment by [in 7…
- Final notice Snippet Before escalation. Dear [Name], Despite previous reminders, invoice [Invoice number] for [Amount] remains unpaid. If payment is…
- Payment plan offer Snippet Helps a struggling client. Hi [Name], If paying in full is difficult right now, we can split the [Amount] balance into [Instalments]…
- Payment received thanks Snippet Confirms payment. Hi [Name], Thank you, we received your payment of [Amount] for invoice [Invoice number].
- Wrong amount paid Snippet Short or over payment. Hi [Name], We received [Received] for invoice [Invoice number], which was for [Amount]. Could you send the…
- Credit note Snippet Issues a credit. Hi [Name], Attached is credit note [Credit number] for [Amount] against invoice [Invoice number], for…
- Payment details change Snippet Bank details update. Hi [Name], Important: our bank details are changing from [today]. Please confirm the new details by calling…
Expenses and approvals
Spend requests and reimbursements.
- Expense report submission Snippet Submits expenses. Hi [Manager], My expense report for [Period] is ready for approval: [Amount] in total, with receipts…
- Expense rejected Snippet Explains a rejection. Hi [Name], I could not approve [Item] ([Amount]) because [Reason]. The rest of your report is approved.
- Missing receipt Snippet Asks for a receipt. Hi [Name], Your claim for [Item] on [today] is missing a receipt. Please upload it by [in 5 days] so we can…
- Purchase request Snippet Requests to buy. Purchase request Item: [Item] Vendor: [Vendor] Cost: [Cost] Budget line: [Budget line] Why: [Reason]
- Purchase approved Snippet Approves spending. Hi [Name], Approved: [Item] for [Cost]. Please use PO [PO number] with the vendor.
- Corporate card rules Snippet Reminds of policy. Reminder: company cards are for business expenses only. Upload receipts within 7 days, and flag anything…
- Reimbursement paid Snippet Confirms payout. Hi [Name], Your reimbursement of [Amount] has been paid and should reach your account within 3 days.
Vendors and payables
Pay suppliers and keep records.
- Vendor onboarding request Snippet New supplier details. Hi [Vendor], To set you up as a supplier, please send: company details, tax ID, bank details on letterhead…
- Payment run notice Snippet When you pay. Hi [Vendor], Invoice [Invoice number] is scheduled for payment on [Pay date] in our weekly payment run.
- Invoice query Snippet Questions an invoice. Hi [Vendor], We have a question on invoice [Invoice number]: [Question]. We will pay once it is resolved.
- Remittance advice Snippet Tells a vendor payment was sent. Hi [Vendor], We have paid [Amount] covering invoices [Invoices]. Reference: [Reference].
- Missing invoice request Snippet Asks for an invoice. Hi [Vendor], Could you send an invoice for [Work] delivered in [Month]? Please include PO [PO number].
- Price change challenge Snippet Pushes back on an increase. Hi [Vendor], We noticed [Item] increased from [Old] to [New]. Our agreement fixes pricing until [today];…
Budgets and reporting
Plan and explain the numbers.
- Budget request Snippet Asks for budget. Hi [Name], I would like to request [Amount] for [Purpose] in [Period]. It supports [Goal]. Breakdown attached.
- Budget variance explanation Snippet Explains over or under spend. [Line] is over budget by [Amount] ([Percent]%) for [Period]. Reason: [Reason]. Forecast for year end:…
- Monthly finance summary Snippet Short report. [Month] summary Revenue: [Revenue] ([Revenue vs plan] vs plan) Costs: [Costs] Cash: [Cash] Runway: [Runway]…
- Forecast update Snippet Revised forecast. Our full-year forecast is now [Forecast], up [Change] from last month, mainly because [Driver].
- Cost saving idea Snippet Suggests savings. Idea: [Idea]. Estimated saving: [Saving] per year. Effort: low. Trade-off: [Trade-off].
- Board finance paragraph Snippet For board papers. The company closed [Period] with revenue of [Revenue] and net profit of [Result]. Cash stands at [Cash],…
Finance notes
Checklists and records.
- Month-end close checklist Note Close the books. Month: [today] - [ ] Bank reconciliations - [ ] Accruals and prepayments - [ ] Payroll journal - [ ] Fixed…
- Budget plan Note Annual budget. Year: [Year] | Category | Q1 | Q2 | Q3 | Q4 | Total | | | | | | | | | | | | | | | Assumptions -
- Cash flow forecast Note Weekly cash. | Week | Opening | In | Out | Closing | | | | | | | | | | | | | Notes
- Audit prep Note Get ready for audit. Audit: [Year] year-end Auditor: [Auditor] Requested items - [ ] Open questions Key dates
- Pricing model Note Unit economics. Product: [Product] Price Cost per unit Gross margin Break-even volume
- Tax deadlines Note Track filings. | Filing | Period | Due | Owner | Done | | | | | | | | | | | | [ ] |
- Investor update draft Note Monthly investor note. Highlights - Key metrics | Metric | This month | Last month | | | | | Challenges Asks
Personal finance messages
Banks, lenders and money admin.
- Dispute a card charge Snippet Card dispute. Dear [Bank], I dispute a charge of [Amount] from [Merchant] on [today] on card ending [Last digits].…
- Request a fee refund Snippet Bank fee. Hello, I was charged a [Fee] fee on [today]. This is the first time it has happened in [Years] years with…
- Ask for a payment holiday Snippet Loan relief. Dear [Lender], Due to [Reason], I am struggling to make payments on [Account]. Could we discuss a payment…
- Negotiate a bill Snippet Lower a bill. Hi [Provider], I have been a customer for [Years] years. [Competitor] offers [Offer]. Could you match it, or…
- Cancel a direct debit Snippet Stop a payment. Dear [Bank], Please cancel the direct debit to [Payee], reference [Reference], effective immediately.
- Request a credit limit change Snippet Credit limit. Hello, Please increase my credit limit on card ending [Last digits] to [Limit].
- Tax office query Snippet Question to tax office. Dear [Tax office], My reference is [Reference]. I have a question about [Topic]: [Question]
- Split bill request friends Snippet Ask to be paid back. Hey! Our [What] came to [Total], so [Share] each. Here are my details: [Details]. Thanks!
Small business finance
Money messages for owners.
- Quote acceptance Snippet Accept a supplier quote. Hi [Supplier], We accept your quote [Quote number] for [Amount]. Please proceed and invoice to [Address]…
- Ask accountant a question Snippet Question to your accountant. Hi [Accountant], Quick question: [Question]. Context: [Context]. Is there anything I should do before…
- Send documents to accountant Snippet Year-end docs. Hi [Accountant], Attached are my records for [Year]: bank statements, sales, expenses and receipts. Let me…
- Loan application cover Snippet Business loan. Dear [Lender], [Business] is applying for a loan of [Amount] to [Purpose]. We have traded for [Years] years…
- Investor pitch email Snippet Raise money. Hi [Investor], [Company] [One-liner]. Traction: [Traction]. We are raising [Amount] to [Use of funds]. Deck…
- Grant thank you business Snippet After funding. Dear [Funder], Thank you for the [Grant]. It will help us [Impact]. We will report on progress by [today].