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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
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Agent Contract DOCUMENT WORD

AgentContract.docx

Generate an agent contract 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.

Enrolment Templates

Sample Templates
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Attendance Warning Email EMAIL HTML

AttendanceWarning.html

Generates an attendance warning email for students based on their current enrolment attendance rate.

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Welcome Onboarding Email EMAIL HTML

WelcomeOnboarding.html

Generate a welcome onboarding email for students based on their enrolments.

Invoice Templates

Sample Templates
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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.

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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.

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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
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Letter of Offer (GROSS) DOCUMENT WORD

LetterOfOfferGross.docx

Generate a Letter of Offer displaying the GROSS fees, course details, and instalment details.

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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
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Student Card DOCUMENT WORD

StudentCard.docx

Generate student cards.

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