As part of an omnichannel billing and payment collections strategy, deliver invoices as letters to customers who have selected mail as their preferred communication channel.
Letter
Billing & Payments
Customize the letter template with your personalized artwork and contact information.
Suggested merge variables include:
API Documentation:
Letter > Create a Letter > "file"
Standard Envelope Design Templates:
8.5x11 Letter: Design PDF (for 6 pages & less)
Flat Envelope: Design PDF (for >6 pages)
HTML Examples:
8.5x11 Letter: Download HTML
What is an invoice letter?
An invoice letter is a formal document that serves as physical invoice, combining essential billing details with a professional, customer-focused message. It is sent as a physical letter to ensure the recipient receives a clear and concise request for payment and can be used as part of an omnichannel collection strategy.
When should an invoice be sent as a letter?
An invoice should be sent as a letter when you want to add a formal touch to your payment request, such as for high-value transactions, first-time clients, or customers who prefer physical correspondence. It’s also useful in cases where email communication might not be reliable or effective.
What should be included in an invoice letter?
An invoice letter should include all standard invoice details, such as the invoice number, description of services or products, amount due, due date, and payment instructions. Additionally, it should feature a polite introduction and closing message to maintain a professional tone and strengthen customer relationships.
How can I ensure an invoice letter is effective?
To make an invoice letter effective, ensure the layout is clear and easy to read, like in this template, with key details (e.g., due date and amount) prominently displayed. Use professional language, include your business contact information, and, if applicable, offer multiple payment options to make it convenient for the recipient.
Why should invoices be sent as letters instead of emails?
Sending invoices as letters via direct mail adds a level of formality and professionalism that email invoices may lack. Physical letters are also harder to ignore and less likely to get lost in a crowded inbox, which can help ensure your invoice is received and noticed, especially by clients who prefer traditional methods or in cases where email addresses may be outdated or incorrect.
Can sending invoice letters be automated?
Yes, sending invoice letters can be automated using billing platforms or direct mail services like Lob that integrate with your invoicing system. Automation streamlines the process, ensuring timely delivery and consistent formatting while reducing manual effort. Many services allow for customization, so each letter is tailored to the recipient.
