Financial templates can be assigned to a Service Contract in the Options tab using the "Finance Templates" button:

Clicking this "Finance Templates" button will open the Finance Templates window where templates for invoices, payments, adjustments, refunds and both types of Plan/Program templates, Monetary Based and Time Based can be selected from those uploaded in the main Templates area of iinsight®:

Any cases that does not have a uniquely assigned template (described further below), will use the templates set here on the Service Contract when Printing, Exporting or Emailing.

If no custom template is assigned, then this will automatically be set to "System Default" which will revert to the standard IINSIGHT(with iinsight logo) default template when Printing, Exporting or Emailing.