AP Contact Introduction Request Email Template

When you sign a new contract or a client changes their admin team, getting introduced to the right AP contact is key. Use this template to streamline handoff and avoid future payment issues.

When to use / when to send

Checklist / what to include

• State your role and new contract start date
• Request AP contact name, email, and preferred process
• Provide your billing info (company address, W-9/VAT details as needed)
• Ask for a short intro if the admin can facilitate
• Clarify when your first invoice will be issued

How to use

Copy/paste template

Follow-up plan + common mistakes

• Thank both parties once the intro is made and confirm you’ve recorded details
• Don’t send invoices before you have a primary AP contact
• Don’t rely solely on admin contacts for payment tracking
• If there’s no reply, gently follow up a week later requesting direct AP info
• Confirm all onboarding documents are attached upfront to avoid future delays

FAQ

Related templates

• Invoice reminder email to new AP contact
• Accounts payable phone script unpaid invoice
• No response follow-up email
• Resend invoice payment request email
• Request remittance advice email template