5 Great Finance Email Templates To Copy & Paste

Let's talk about finance emails. They're a crucial part of any business, but figuring out what to say and how to say it can be a real head-scratcher.

That's where having a solid template comes in handy. It gives you a starting point, so you can communicate clearly and confidently without reinventing the wheel every time.

Tips for Writing Finance Emails

• Keep it simple. Finance is already complicated; your email doesn't need to be. Use clear, direct language and skip the corporate jargon. The goal is for your reader to understand the message on the first read-through, no dictionary required.
• Be specific. Vague emails cause confusion. Instead of "your recent invoice," try "Invoice #1234 for $500, due January 15." Including precise details like invoice numbers, dates, and amounts leaves no room for guesswork.
• Make the next step obvious. What do you want the reader to do? Don't bury the call to action. Whether it's "Pay Now," "View Report," or "Approve Budget," make it a clear, clickable link or button that's easy to find.
• Nail the subject line. Your subject line should be a mini-summary of the email. Something like "Action Required: Q3 Financials" or "Invoice #9876 Due" is much more effective than a generic "Finance Update." It tells your recipient what to expect and why they should open it.

Types of Finance Email Templates We Will Cover

1. Invoice Reminder Email Template
2. Payment Confirmation Email Template
3. Account Statement Email Template
4. Budget Proposal Email Template
5. Investment Update Email Template

5 Finance Email Templates

1) Invoice Reminder Email Template

<template>

Subject: Reminder: Invoice [*Invoice Number*] is due on [*Due Date*]

Hi [*Client Name*],

This is a friendly reminder that invoice #[*Invoice Number*] for [*Amount*] is due on [*Due Date*]. This invoice is for [*Description of Services/Products*].

For your convenience, you can view the full invoice and submit your payment here: [*Link to Invoice*]

If you have already sent the payment, please disregard this message. If you have any questions, feel free to reply to this email.

Thank you,

[*Your Name*]

[*Your Position*]

[*Your Company Name*]

</template>

2) Payment Confirmation Email Template

<template>

Subject: We've received your payment for Invoice #[*Invoice Number*]

Hi [*Client Name*],

This is to confirm we've successfully received your payment of [*Amount*] for invoice #[*Invoice Number*]. Thank you!

Your updated invoice is attached for your records. You can also view your full payment history here: [*Link to Account/Payment History*]

We appreciate your business. If you have any questions, please feel free to reply to this email.

Best,

[*Your Name*]

[*Your Position*]

[*Your Company Name*]

</template>

3) Account Statement Email Template

<template>

Subject: Your Account Statement for [*Start Date*] - [*End Date*]

Hi [*Client Name*],

Here is your account statement for the period of [*Start Date*] to [*End Date*]. It provides a summary of all your account activity, including payments, new charges, and your current balance.

You can view your detailed statement by clicking the link below:
[*Link to Full Statement*]

If you have any questions about your statement or notice any discrepancies, please don't hesitate to reach out by replying to this email.

Best regards,

[*Your Name*]

[*Your Position*]

[*Your Company Name*]

</template>

4) Budget Proposal Email Template

<template>

Subject: Budget Proposal for [*Department/Project Name*] - [*Time Period, e.g., Q4 2024*]

Hi [*Recipient Name*],

Please find the attached budget proposal for the [*Department/Project Name*] for the upcoming [*Time Period, e.g., fiscal year, quarter*].

This budget is designed to support our key objectives, including [*Objective 1, e.g., increasing market share by X%*] and [*Objective 2, e.g., launching the new product line*]. It outlines the necessary resources to achieve these goals effectively.

The proposal provides a detailed breakdown of projected expenses and expected returns. You can access the full document here: [*Link to Budget Proposal Document*]

I am available to walk you through the details and answer any questions you may have. Please let me know what time works best for a brief meeting next week.

Best,

[*Your Name*]

[*Your Position*]

[*Your Company Name*]

</template>

5) Investment Update Email Template

<template>

Subject: Your Investment Update for [*Time Period, e.g., Q3 2024*]

Hi [*Client Name*],

Here is your investment performance update for [*Time Period*]. This report covers the activity in your portfolio and provides our perspective on recent market trends.

During this period, your portfolio saw a change of [*X%*], bringing your total value to [*Total Portfolio Value*]. You can find a detailed breakdown of your holdings and individual asset performance in the full report here: [*Link to Full Report*]

The market was primarily influenced by [*mention key market event, e.g., shifts in interest rates, tech sector growth*]. Our strategy has been to [*briefly describe strategy, e.g., maintain a diversified position to navigate the volatility*] to align with your long-term goals.

We are continuously monitoring market conditions and your portfolio's alignment with your financial objectives. If you have any questions or would like to discuss your strategy, please feel free to schedule a meeting with us: [*Link to Scheduling Tool*]

Best regards,

[*Your Name*]

[*Your Position*]

[*Your Company Name*]

</template>

What About Using Flodesk?

Now that you have these five finance email templates, you need a platform to send them from. Flodesk offers intuitive email marketing tools for small businesses, helping you grow and monetize your email list. Without needing any coding or design skills, you can create, send, and automate emails that engage your audience and drive revenue.

Trusted by over 100,000 businesses, our platform is designed to be straightforward for beginners and powerful for experts. With an intuitive email builder, effective automations, and well-designed forms, Flodesk provides everything you need for your email marketing, without the complexity. We empower you to send professional, high-converting emails in a radically simple way.

Wrapping Up

Clear financial communication is essential, and these templates provide a reliable framework. They help you convey important information directly and professionally, ensuring your message is understood.

You can take these templates and bring them to life with our platform. Sign up for Flodesk to start creating and sending your finance emails.