Creating a new Invoice Template

Save yourself time when creating an Invoice by setting up your Templates

Mike Rose avatar
Written by Mike Rose
Updated over a week ago

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. 

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