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# Set up reimbursement templates

> Learn more about the setup procedure for the reimbursement templates.

To set up the reimbursement templates, follow the provided steps:

1. Search for **Reimbursement Template**, and choose the related link.\
   The Reimbursement Template consists of two major parts:

   * Data collection - the data is found and recovered in the form of reimbursement entries
   * Reimbursement - the data is collected and processed while balancing the reimbursement entries.

2. Click **New**.\
   A new empty line is added.

3. Provide a unique code used for identifying the template.

4. Provide a description which explains the purpose of the template.

5. Select the **Data Collection Module** that will be used:
   * **CUST_LEDGERS** - Customer Ledger Entries (Invoice and Credit Memo)
   * **GL_ENTRIES** - G/L Entries
   * **POINT_ENTRIES** - Membership Point Entries
   * **VEND_LEDGERS** - Vendor Ledger Entries (Invoice and Credit Memo)

6. Under the **Action Tab: Data Collection Filters** set the parameters for data collection.\
   The parameters depend on your selection of the data collection module from the previous step.

7. Select the **Reimbursement Module** that will be used:
   * **PROVISION** - posts the percentage of the data collection amount to the G/L
   * **PURCH_DOC_DISCOUNT** - the purchase document discount
   * **SALES_INVOICE** - the sales invoice

8. Under the **Action Tab: Reimbursement Provision Setup**, set the parameters for data reimbursement.\
   The parameters depend on your selection of the data collection module.\
   The description of the reimbursement parameters are automatically displayed in the **Reimbursement Summary** field.

#### See also

* [<ins>Process reimbursements</ins>](/product/retail-reimbursement-process)
* [<ins>Set up reimbursement party types</ins>](/product/retail-reimbursement-party-types)
* [<ins>Output reimbursement entries</ins>](/product/retail-reimbursement-output-entries)