> 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/vorlagen-verwenden.md).

# Use templates

Where and how can templates be used?

## When creating a financial document

When a new document is created, a template can be selected. The template is used to transfer - if defined in the template - header and footer remarks, additional tabular fields, line items, deductions and - when creating an invoice - the VAT rate into the new document.

![](https://4063991107-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-La4YdZ1Gw5iHapqZfIo%2F-M1xAcwWLJXgtsQ1KlJO%2F-M1xAlR7Wfcz4DVMu9-M%2FBildschirmfoto%202020-03-09%20um%2009.40.43.png?alt=media\&token=dc59a757-c020-4188-94cd-91dad0a4636c)

## Templates as required fields

{% embed url="<https://app.arcade.software/share/kWe48OrWSglMNqSrI8LX>" %}

## When invoicing a job report

If we create an invoice from a report in the "Report" tab of a customer, customer account or job, the services incurred from the report are displayed to us.

![](https://4063991107-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-La4YdZ1Gw5iHapqZfIo%2F-M1xAcwWLJXgtsQ1KlJO%2F-M1xC27dBmQc-7fI-jxQ%2FBildschirmfoto%202020-03-09%20um%2009.48.20.png?alt=media\&token=4713c654-760b-408d-8a3f-048365cc118f)

If we now select a template, line items from the template are also added to our invoice:

![](https://4063991107-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-La4YdZ1Gw5iHapqZfIo%2F-M1xAcwWLJXgtsQ1KlJO%2F-M1xCE3othS8jvCZezac%2FBildschirmfoto%202020-03-09%20um%2009.49.15.png?alt=media\&token=32f7348d-a7ca-4190-98cf-d0c833b51ff6)

At this point, before creating the invoice, we still have the option to deactivate certain line items or deductions from the template. They will then not be transferred into our invoice.&#x20;

## When creating a line item in a financial document

When a new line item is created in a financial document, we can decide whether we manually create an agency service or external service, or import a line item.

![](https://4063991107-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-La4YdZ1Gw5iHapqZfIo%2F-M1xAcwWLJXgtsQ1KlJO%2F-M1xDgeYndkEf6ceIyB8%2FBildschirmfoto%202020-03-09%20um%2009.54.13.png?alt=media\&token=221d617b-7e8c-40a2-a62b-7d5ac0fbec5f)

After that, I am shown a list of financial documents in which I can search.\
If I select "in templates" in the filter above, the list will only contain our templates.

![](https://4063991107-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-La4YdZ1Gw5iHapqZfIo%2F-M1xAcwWLJXgtsQ1KlJO%2F-M1xE28eBzpb-VQAdeMG%2FBildschirmfoto%202020-03-09%20um%2009.55.01.png?alt=media\&token=f4237ce7-39fa-4334-8f0e-3618d52c210b)

Then I select a template here and choose whether to import an entire line item group (here the group is called "services") or a single line item.

![](https://4063991107-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-La4YdZ1Gw5iHapqZfIo%2F-M1xAcwWLJXgtsQ1KlJO%2F-M1xEG0yciD9ICcyEsZS%2FBildschirmfoto%202020-03-09%20um%2009.55.55.png?alt=media\&token=cd404038-c955-4f3d-bfaf-0e5b7ab0ee63)

{% hint style="info" %}
This procedure makes sense if your company maintains a price catalog as a template from which project managers can use when creating estimates.
{% endhint %}


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