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

See it in motion

Animation: a PDF template is edited and the invoice preview updates with every change.

  1. The accent colour is switched from green to blue; the invoice title, table rule and total recolour in the preview.
  2. Show Company Website and then Show Company Phone are switched off, and each drops out of the contact line under the company address.
  3. Show Company Fields is switched off and the registration number line disappears; the phone is switched back on.
  4. The "Generated by nefin.app" footer is switched off.
  5. The invoice title is renamed to Facture, and the template is saved for every PDF that uses it.

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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