With invoice templates (Settings → Accounting → Invoice Templates), you define all the necessary details of an invoice once, up front — in the case file you then simply select the template.
The columns
| Column | Meaning |
|---|---|
| Name | internal name of the template (e.g. Vorschuss Klage, RVG, Standardrechnung). |
| Description | what the template is meant for. |
| Note | a flag/note on the template (e.g. VORSCHUSSRECHNUNG, i.e. “advance-payment invoice”). |
| Invoice remark | text that appears on the invoice — e.g. “Please do not pay. To be settled by the opposing insurer.” |
+ New template creates another one. Within the template you store the line items (see Invoice Template Line Items) as well as, for example, RVG parameters, so that standard, advance-payment, and RVG invoices can be generated with a single click.