How to Change an Invoice Template in Sage
Sage is a popular accounting software that allows users to create and customize invoices. If you need to change the template of your invoices, you can do so by following these steps:
Key Facts
- Open Sage Accounting and go to the Home window.
- Click on the “Setup” menu.
- Choose “Reports and Forms” from the options.
- On the left side of the window, click on “Invoices”.
- Under the “Printer Form Settings” section, click on “Custom Form”.
- In the “Description” field, select the template you want to use.
Please note that the steps may vary slightly depending on the version of Sage you are using. It’s always a good idea to consult the official Sage documentation or contact their support for specific instructions related to your version.
- Open Sage Accounting and go to the Home window.
- Click on the “Setup” menu.
- Choose “Reports and Forms” from the options.
- On the left side of the window, click on “Invoices”.
- Under the “Printer Form Settings” section, click on “Custom Form”.
- In the “Description” field, select the template you want to use.
You can choose from a variety of templates, including:
- Standard Sage 50 Forms
- Sage 50 Forms you’ve created or modified
- Pre-printed forms
Once you have selected a template, click on “OK” to save your changes. Your new invoice template will be used the next time you create an invoice.
Sources
- Set Up Form Options for Customer Invoices
- Customise your invoice, credit note, order and quotation layouts
- How to Edit a Sage Invoice Template Explained
FAQs
How do I change the default invoice template in Sage?
To change the default invoice template in Sage, go to the Home window, click on the “Setup” menu, choose “Reports and Forms”, and then click on “Invoices”. Under the “Printer Form Settings” section, click on “Custom Form” and select the template you want to use.
Can I use a custom invoice template in Sage?
Yes, you can use a custom invoice template in Sage. To do this, create your template in a word processing program or other design software, and then save it as a PDF file. Once you have created your custom template, you can upload it to Sage by clicking on the “Custom Form” button in the “Printer Form Settings” section.
How do I add my logo to my invoice template?
To add your logo to your invoice template, open the template in a word processing program or other design software. Then, click on the “Insert” menu and choose “Picture”. Select the image file of your logo and click on “Open”. Resize and position your logo as desired, and then save the template.
Can I change the font or color of the text on my invoice template?
Yes, you can change the font or color of the text on your invoice template. To do this, open the template in a word processing program or other design software. Then, highlight the text you want to change and click on the “Font” or “Color” menu. Select the desired font or color and click on “OK”.
How do I save my changes to my invoice template?
Once you have made changes to your invoice template, be sure to save them. To do this, click on the “File” menu and choose “Save”. You can also save your template as a new file by clicking on the “Save As” option.
Where can I find more help with changing my invoice template in Sage?
If you need more help with changing your invoice template in Sage, you can consult the Sage documentation or contact Sage support. You can also find helpful tutorials and articles online.