How do I create a new template?

1. Click on the gear icon () in the upper right corner
2. Go to Settings
3. Click on the relevant template group in the left menu. You can choose between General templates, Account statement templates, Payment plan Reminders or Reminder templates
   
   
   
   
4. Click on Add new template.
   
   
   
   
5. After you chose the correct company or entity, click on Add a new language to edit the content of your new template.
6. Click on Save when you are ready.