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. 

See more on Creating a Provisional Offer and Invoice

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