Some basic templates to help you get started. Simply download the files, make any necessary updates, and upload them to your system.
Agent Templates
Sample Templates
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Agent Contract
Document word Generate an agent contract with agent details and a list of commissions. |
Agent Contract Templates
Sample Templates
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Agent Agreement
Document HTML Generate an agent agreement with agent details and a list of commissions. |
Deposit Templates
Sample Templates
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Banking Reconciliation Report
Document word BankingReconciliationReport.docx Generate a banking reconciliation report. |
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Banking Reconciliation Report (Grouped by Payment Type)
Document HTML GRID Templates BankingReconciliationReport(GroupedByPaymentType).zip Generate a bank reconciliation report grouped by payment type. Each grid template must be created using the file name as its Template API Name. |
Enrolment Templates
Sample Templates
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Attendance Warning Email
Email HTML Generates an attendance warning email for students based on their current enrolment attendance rate. |
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Welcome Onboarding Email
Email HTML Generate a welcome onboarding email for students based on their enrolments. |
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Student Photo ID Card
Document HTML Generate an enrolled student’s photo ID cards.
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Invoice Templates
Sample Templates
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Payment Reminder Email
Email HTML Generate a payment reminder email for Due and Overdue invoice depending on the invoice’s due date and outstanding balance. |
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Payment Reminder Email with Flywire
Email HTML PaymentRemindersWithFlywire.zip Generate a payment reminder email for Due and Overdue invoice depending on the invoice’s due date and outstanding balance. Also includes a link and a QR code with a unique and safe link for payment via Flywire (requires the Flywire app). |
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Invoice
Document word Generates a single invoice. The header will display PAID, OVERDUE, or remain blank depending on the invoice’s due date and outstanding balance. |
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Invoice
Document HTML Generates a single invoice. The header will display PAID, OVERDUE, or remain blank depending on the invoice’s due date and outstanding balance. |
Offer Templates
Sample Templates
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Letter of Offer (GROSS)
Document word Generate a Letter of Offer displaying the GROSS fees, course details, and instalment details. |
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Letter of Offer (NET)
Document word Generate a Letter of Offer displaying the Net and Commission amounts, course details, and instalment details. |
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Letter of Offer with Flywire (GROSS)
Document word LetterOfOfferGrossWithFlywire.docx Generate a Letter of Offer displaying the GROSS fees including:
Also includes a link and a QR code with a unique and safe link for payment via Flywire (requires the Flywire app). |
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Letter of Offer (GROSS)
Document HTML Generate a Letter of Offer displaying the GROSS fees, course details, and instalment details. |
Scheduled Payment Templates
Sample Templates
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Agent Commission Scheduled Payments Report
Document Landscape HTML AgentCommissionScheduledPaymentReport.zip Generate a scheduled agent commission payments report. |
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Accommodation Scheduled Payments Report
Document Landscape HTML AccommodationScheduledPaymentReport.zip Generate a scheduled accommodation payments report. |
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Accommodation Arrangement Scheduled Payments Report
Document Landscape HTML AccommodationArrangementScheduledPaymentReport.zip Generate a scheduled accommodation arrangement payments report. |
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Insurance Scheduled Payments Report
Document Landscape HTML InsuranceScheduledPaymentReport.zip Generate a scheduled insurance payments report. |
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Airport Transfer Scheduled Payments Report
Document Landscape HTML AirportTransferScheduledPaymentReport.zip Generate a scheduled airport transfer payments report. |
Student Templates
Sample Templates
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Student Card
Document word Generate student cards. |