Deposits, invoices and partner billing templates editor (BETA)

We have previously shown you a sneak preview of our new deposits, invoices and partner billing templates editor. Now, we are happy to present to you an updated version.

With this, you will be able to manage your finance templates from our user interface easily. The editor has an easy click-and-drag usability, which you can adjust and design the template as you wish. You can add standard templates for the network and make amendments with each and every entity, or create different customized templates for every entity, according to their needs.

This is how the system looks like:

finance templates overview

This is the administration page for the deposit, invoice and payment entry templates.

finance templates createnew

Before entering the editor, you will be asked to select the preferred language for the template.

finance templates edit

This is how a template may look like.

Email Templates

From now on, clients are able to independently create new email templates, whenever they need to add a template for a specific language that is not already preset. You can gain flexibility and efficiency, as you determine exactly what you need when you need it.

email template

Here, you can now create new email templates exactly the way you would like them to be!