The Manage Templates tool is used to customize the billing message for the organization. There are three major types of templates. General Email templates are used to send notices when bills are added or updated. Reminder templates are based on due dates and overdue notices can be scheduled to go out automatically in relation to a bill due date. The invoice and receipt templates are used to display invoices and receipts online for users to print out during the billing process. Only custom templates not in use by the automated overdue schedule can be deleted. All other templates are in use by the application and cannot be deleted.

The list of templates is divided by template types, including general templates, custom templates and page text templates. Each row shows the template name, its subject, a description of when it is used, and the partial text of the template. All the templates stored by Kavi Billing can be edited, but only custom templates can be added and deleted.