Send like a brand, not like an app.

Edit the email body and the PDF layout for invoices, bills, and reminders. Merge fields keep them personal.

  • Edit invoice and reminder emails
  • Customize PDF layouts
  • Merge fields for dynamic content
  • Test send before going live

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.

Test before sending

Send a test to yourself before any real client gets the new template.

How it works

  1. 1

    Open Settings → Templates

    Pick the template to edit (invoice, bill, reminder).

  2. 2

    Customize

    Edit the subject, body, and merge fields. Tweak the PDF layout.

  3. 3

    Test send

    Send to yourself. Confirm everything renders.

  4. 4

    Save

    All future sends use the new template until you change it.

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.

Ready to run cleaner books?

Open Nefin in minutes. No credit card required.