AP New Contact Introduction Email Template

When your AP contact changes, use this introduction email to provide payment status and ensure new contacts have all details to avoid payment delays.

Generate free preview

Starter

$39

One-time payment for a basic reminder pack.

Generate base pack

Pro

$89

Full multi-email sequence plus templates and variations.

Generate an overdue reminder pack

When to use / when to send

Checklist / what to include

Brief intro and your role
Details on any overdue invoices (numbers, amounts, due dates)
Who to reach for payment questions
Pay link {{PayLink}} if appropriate
Ask for their best contact info/confirmation

How to use

Copy/paste template

Hi {{Name}},

Welcome! I’m {{YourName}} from {{Company}}, your main contact for invoice/payment matters.

To start, invoice #{{InvoiceNumber}} for {{Amount}}, due {{DueDate}}, is currently outstanding. For payment questions or scheduling, please reach me at {{Phone}} or reply to this email.

You can use this secure link: {{PayLink}} for payment.

Let me know if you need any information.

Thanks,
{{YourName}}

Follow-up plan + common mistakes

Confirm new AP contact info ASAP
Offer clear pay link for fast onboarding
Don’t overwhelm with multiple overdue items
Don’t assume the new contact has seen all prior correspondence
Don’t omit your direct contact info

FAQ

It helps ensure payment details are received, new contacts are empowered, and nothing falls through the cracks.