Templates

Under "Finanzen > Vorlagen" templates for financial documents can be created.

Templates behave analogously to estimates, credit invoices or invoices, but they do not have a status.

What is carried over from a template into my new document?

From the template - if defined in the template - header and footer notes, additional tabular fields, line items, discounts and - when creating an invoice - the VAT rate are carried over into the new document.

Use cases for templates

Template for specific customers or customer accounts

You may have a corporate customer who expects a lot of contractual information to be listed on every estimate or invoice document for them in the tabular block at the top of the invoice. This could be cost centers, PO numbers, external contacts, departments, etc. Once created in a template, this information can be easily imported when creating a document.

Different payment modalities

Maybe your company has different billing modes, e.g. there are jobs with a multi-step advance payment procedure and jobs where an invoice is simply issued at the end. It would be possible to create a template for these two job types that explains these billing modalities in the footer note. When creating an estimate you can access this template.

Template with a standard product

Perhaps a particular standard product belongs to many of your estimates, for example a final line for final artwork, courier flat rate or similar. Create a template containing only this product and always use it when creating an estimate or an invoice that should include this product.

Template as a catalog for recurring products and services

Maybe your company offers a range of standard products that you sell repeatedly? A product can be, for example, workshops, landing pages, websites, banner design. If you create these products once in a template that you call "product catalog", you can import the line item groups or line items from this template into any other document via "New item > Import item".