> 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

## 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.

![](/files/c9e3f338d7b133c57077e75468a901925c0bfc65)

## 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.

![](/files/6c4141067d08b870a1e2298078e894dc1d8aa8e9)

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

![](/files/5bad1bcdce34e84d83912989051a98047cfeca32)

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.

![](/files/f7b03cd10b3121146b9ba85fd5e72b69650a728a)

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.

![](/files/938dcb1a6051158bd9d34248530869ebe1220c5b)

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.

![](/files/1bc4303f9f143aeea7867aac23a9eaf163afbb06)

{% 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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