Send like a brand, not like an app.

  • Edit invoice and reminder emails
  • Customize PDF layouts
  • Merge fields for dynamic content
The Templates screen in Nefin
VAT & tax ratesBranding

What you get

Email and document templates — so every send looks like you.

Email that fits

Replace the default with your tone, your signature, your brand.

PDFs that match

Tweak the invoice layout — header, footer, payment terms — to match your existing stationery.

Merge fields

Insert client name, amount, due date, payment link — Nefin fills them on each send.

Frequently asked

Can I have multiple templates per type?

Today, one template per type per company. Multiple templates with rules are on the roadmap.

Do merge fields support conditionals?

Basic conditionals are supported (show/hide based on field presence). Advanced templating is on the roadmap.

Can I use my own HTML?

Yes. Switch the email editor to raw HTML for full control.

Works with

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