Please take notice this article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

Invoice templates can be used as a starting point for creating a new tuition invoice. They offer a quick way to create invoices for multiple customers with the same line items. When you create a template and then save it for re-use, you eliminate the need to enter the same information every time you create a new invoice. When you need to create a new invoice, simply select the template you want to use and start from there.

1. Click Template to display the Templates page.

• This page lists all of the templates you previously created. Each template entry shows the template's descriptive name, the date it was created, and the date it was last modified.

1. Click the plus sign icon.
   • This button is available only if you are a user with View + Add/Edit permissions.

• The Create New Invoice Template window opens:

Note: An asterisk (*) indicates required information. Although the Invoice Description field is optional, you must add information to it when creating the actual invoice. To save time, you can enter the description here.

3. Complete the template details:

   • Template Name is the name of the template.

   • Template Description is the description of the template.

   • Invoice Description is the text that appears on the invoice.

4. Add the invoice items. These are the items you want to appear on each invoice that uses this template. For each new item that you want to add to the template, complete the following:

Note: To add an item, you must have a record for it. For instructions, go to How to Add an Invoice Item.

• Click the Add New Item link.

• In the Item dropdown list, click to view all available invoice items.

• Select the item you want to add from the list. The item is added to the template. You see the fund associated with the item and the item's unit price.

4.  

   • If desired, change the quantity by updating the Qty field. The software updates the total amount based on each new invoice item you add and any changes you make to the quantity.

5. A payment plan allows the customer to pay the invoice in installments rather than in one lump sum.
   • Select this checkbox: Include payment plan on invoice.
   • Enter the payment plan details in the displayed fields.
   • The software calculates the number of payments and installment amounts based on the details you provide.

7. If you want to specify a late fee for overdue invoices, enter the amount of the late fee and the number of days past the due date for which the late fee will be applied.

8. Click Save to save the template. The system displays a message indicating that the template was successfully created.
9. Click Close. You return to the Templates page. The template you created now appears in the list.

Updated March 02, 2026 19:17