> For the complete documentation index, see [llms.txt](https://wiki.dieagenturverwaltung.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/finanzen-1/vorlagen.md). # 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". --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/finanzen-1/vorlagen.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.