Create up to 10 individual Invoice Templates to save yourself time when creating Invoices in Enroller.
Follow these steps to create a new template:
- Click Settings in the top right hand corner (currently only the main Enroller user has access to this).
- Select Financial Settings from dropdown list
- Click the Add Invoice Template button
Within each template you are able to add all the required Line Items and Amounts that you'd like to pull through to the Invoice.
