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.

Templates as required fields

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.

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

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.

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.

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.

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.

This procedure makes sense if your company maintains a price catalog as a template from which project managers can use when creating estimates.