---
title: Setting Default Invoice or Statement Templates by POS
slug: portal-sub/setting-default-invoice-or-statement-templates-by-pos
docTags: 
createdAt: 2026-03-04T12:03:14.782Z
---

An Invoice and Statements Templates can be set as default for a POS (Place of Service).  Where there are multiple POS, a unique Template can be allocated to each POS.

**TABLE OF CONTENTS**

- [Invoice and Statement Templates](docId:2oZw_qdmz039pKhWBMZyF)
- [Create Invoice or Statement Template](docId:2oZw_qdmz039pKhWBMZyF)
- [Setting up Invoice and Statement Formats](docId:2oZw_qdmz039pKhWBMZyF)
- [Creating many Templates with Minor Variations](docId:2oZw_qdmz039pKhWBMZyF)

## Invoice and Statement Templates

Invoice and Statement Templates can be created to support branding, increase user understanding, or to meet other unique requirements.  Invoice and Statement Templates can be created, maintained, imported, and exported.  These templates can then be allocated to a specified payer, place of service or service provider.

## Creating Invoice or Statement Template

A purpose-built built design tool is provided for creating Invoice and Statement Templates.  For a comprehensive guide please review this article:

[Create invoice or statement template](docId\:j63mzXnQBoznNE7hPvI5s)

:::hint{type="info"}
Note - Access to Maintiain\Templates\Invoice and Statement is required.

:::
---

## Setting up Invoice and Statement Formats

Now that the Invoice Templates have been created, the next step is to allocate each to the relevant POS.  Follow this comprehensive guide to achieve this:

[Setting Default Invoice or Statement Templates by POS](docId:2oZw_qdmz039pKhWBMZyF)

## Creating many Templates with Minor Variations

If many templates are required, each of which only have a minor change, use the following steps to achieve this and maintain a high level of consistancy.

1. Go to **Maintain/Templates **then either Invoice or Statement
2. Select the template to be modified
3. Click **Export**
4. Save as a **JFA** to your computer's desktop
5. Edit the template and rename based of the target POS, Payer, Provider
6. Change the unique element ie Bank Account number, Logo
7. Save
8. Import the JFA file from step 4
9. Restart at step 1 for each unique template required

Now follow setting up the Invoice and Statement Formats guide to assign these new templates.