An invoice email template is a crucial tool for businesses to send professional and clear invoices to their clients. A well-designed template can enhance your brand image, improve customer satisfaction, and streamline the billing process. This guide will provide you with the essential steps to create a professional invoice email template HTML in WordPress, focusing on design elements that convey professionalism and trust.
HTML Invoice Email Template – MailerSend
Prerequisites
Before we delve into the template creation, ensure you have the following:
A WordPress website
Basic HTML and CSS knowledge
A preferred email marketing plugin (e.g., Mailchimp, Constant Contact)
Step-by-Step Guide
1. Choose a Suitable Email Marketing Plugin:
Select a plugin that integrates seamlessly with your WordPress website and offers robust email customization features. Consider factors such as ease of use, pricing, and available templates.
2. Create a New Email Template:
Within your chosen plugin, start a new email template. Name it “Invoice Email Template” or a similar descriptive title.
3. Design the Header:
Logo Placement: Position your company logo prominently in the top left corner of the template. Ensure it’s clear and visually appealing.
Contact Information: Include your company name, address, phone number, and email address below the logo. Use a consistent font and size for readability.
Invoice Number and Date: Display the invoice number and date in a clear and prominent location, such as the top right corner.
4. Body Content:
Recipient Information: Include the client’s name, company name, address, and contact details. Use a slightly smaller font size compared to the header.
Invoice Details: List the items or services provided, their quantity, unit price, and total cost. Use a table format for better organization and readability.
Payment Terms: Clearly state the payment terms, including the due date, accepted payment methods, and any late fees or penalties.
Company Information: Repeat your company name, address, and contact information.
Tax Information: If applicable, include the tax rate and any relevant tax identification numbers.
Call to Action: Encourage the recipient to pay the invoice promptly by providing a clear and concise call to action, such as “Pay Now” or “Make Payment Online.”
6. Customize the Design:
Colors: Choose colors that align with your brand identity and create a visually appealing template. Avoid overly bright or contrasting colors that can be difficult to read.
Fonts: Select fonts that are easy to read and professional. Stick to a maximum of two fonts to maintain consistency.
Layout: Use a clean and uncluttered layout that is easy to navigate. Ensure the content is well-spaced and aligned.
Branding: Incorporate your brand’s elements, such as your company colors, logo, and tagline, throughout the template.
7. Test and Refine:
Preview: Preview the template to ensure it looks and functions as expected. Check for any formatting errors or inconsistencies.
Send a Test Email: Send a test email to yourself or a colleague to verify the template’s functionality and appearance.
Gather Feedback: If possible, get feedback from others to identify any areas for improvement.
Key Design Elements for Professionalism and Trust
Consistency: Maintain consistency in fonts, colors, and branding elements throughout the template.
Clarity: Use clear and concise language that is easy to understand. Avoid jargon or technical terms.
Professionalism: Use a professional and formal tone throughout the template.
Readability: Ensure the text is easy to read by using a suitable font size and line spacing.
Visual Appeal: Create a visually appealing template that is visually pleasing and aligns with your brand.
By following these guidelines and incorporating the key design elements, you can create a professional invoice email template HTML in WordPress that effectively communicates your billing information and reinforces your brand image.
