Templates Repository

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

Agent Contract DOCUMENT WORD AgentContract.docx Generate an agent contract with agent details and a list of commissions.

Deposit Templates

Sample Templates

Banking Reconciliation Report DOCUMENT WORD BankingReconciliationReport.docx Generate a banking reconciliation report.

Enrolment Templates

Sample Templates

	Attendance Warning Email EMAIL HTML AttendanceWarning.html Generates an attendance warning email for students based on their current enrolment attendance rate.
	Welcome Onboarding Email EMAIL HTML WelcomeOnboarding.html Generate a welcome onboarding email for students based on their enrolments.

Invoice Templates

Sample Templates

	Payment Reminder Email EMAIL HTML PaymentReminder.html Generate a payment reminder email for Due and Overdue invoice depending on the invoice’s due date and outstanding balance.
	Invoice DOCUMENT WORD Invoice.docx Generates a single invoice. The header will display PAID, OVERDUE, or remain blank depending on the invoice’s due date and outstanding balance.
	Invoice DOCUMENT HTML Invoice.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

	Letter of Offer (GROSS) DOCUMENT WORD LetterOfOfferGross.docx Generate a Letter of Offer displaying the GROSS fees, course details, and instalment details.
	Letter of Offer (NET) DOCUMENT WORD LetterOfOfferNet.docx Generate a Letter of Offer displaying the Net and Commission amounts, course details, and instalment details.

Student Templates

Sample Templates

Student Card DOCUMENT WORD StudentCard.docx Generate student cards.