Accounting Ideas

Custom Invoice Template

I would like to be able to customise an invoice template so it matches into my current branding. I've noticed Xero offer this and would be a great improvement to keep brand consistancy.

  • Guest
  • May 6 2020
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  • Guest commented
    29 Nov 03:14pm

    We are an accountancy practice and have similar concerns from our clients who we recommend SageOne to. Sometimes clients are reluctant to move across to SageOne because of this!

  • Guest commented
    24 Nov 05:10pm

    Sage is lagging well behind QuickBooks! Why are there no options to add custom fields or upload your own template for invoices. The branding options are terrible as noted below. I have to include Delivery Note numbers and Dept Contacts so that the Accounts Dept can match up the invoice with the delivery.... no way of doing this on Sage apart from typing in manual notes on each invoice. Needs resolving NOW!

  • Guest commented
    16 Nov 04:24pm

    Agree with many comments - we're new to sage and was looking forward to using the template function only to be highly frustrated with the poor options of customisation. e need the template to match our branding. We have two strands to the business and it would be advantageous to be able to have a template for each which clearly isn't possible. Also the ability to resize and reposition logos is essential and not available. I'm saddened to see that this thread has been going for 2 years! Please sort this out!

  • Guest commented
    15 Sep 04:12pm

    This is urgently needed please!

  • Guest commented
    8 Aug 11:38am

    This would make a huge difference for us.

  • Guest commented
    6 Jul 08:41am

    We need to be able to add a new reference field to record Sales Consultant initials and then to report on it through Sales Daybook reporting. This small change will make a big difference to our ability to track errors, commissions etc

  • Guest commented
    20 Jun 03:26pm

    New to sage cloud for invoicing customers. None of the templates offered are exactly as I want, but chose one that 'will do', only to find, whilst I have a big space on the top right of my A4 invoice, it only allows a tiny space for the logo, which has to be distorted to fit the very restricted size allowed when uploading. Looks very unprofessional. Yes, I could print headed paper and feed that through - but why should we be doing this? And if we then e-mail invoices directly to customers, the logo doesn't show. Surely there should be a customise facility?

  • Guest commented
    13 Jun 01:45pm

    We raise a few different types of sales invoices and it would be beneficial to be able to save the different templates instead of having to amend them each time. I have to agree with the contact name being shown on invoices. This is not something that you would normally find and there is no way of removing it, other than taking it out of the customer records, which defeats the object of having it in the first place! Sage 50 is able to manage both of these requests, so I wouldn't have thought it would be that hard to achieve.

  • Guest commented
    25 May 04:55pm

    Having the contact name beside the company name with no option to remove is unacceptable for our new client. You need to change this or we will have to look at other accounting software programs. WE tried SAge50 Cloud already and it is very problematic in rural areas with poor internet. Sage Business Cloud Accounting works okay and does not lock us out almost every time we use it, resulting in restore access being only solution

  • Guest commented
    21 Apr 05:48am

    March 2022 - The invoicing customization is still lousy, but worse still is the logo which is disgraceful. Online tech support keeps having me upload postage stamp sized 280px by 200 px images and denying there is a problem, but its not even enough resolution to display correctly in the settings window, or even the tiny invoice preview without stretching. Its mismatched size is their database not in sync with their template, this is 2022 we need to be able to display high res logo for our branding.

  • Guest commented
    24 Mar 10:18am

    El software esta bien funcionalmente, pero no poder tener control de los formatos de impresión de documentos es un grave inconveniente que de momento, hace que deseche el programa.

  • Guest commented
    23 Feb 12:16pm

    Buenos días.

    Estaría muy bien qu ese pudieran modificar las plantillas, sobre todo términos y condiciones, notas a pie de página, etc.

  • Guest commented
    17 Feb 03:36pm

    We are an art studio and need something we can make look better than perfunctory

  • Guest commented
    20 Jan 02:37pm

    I would have thought this would already be possible in 2022

  • Guest commented
    8 Dec, 2021 10:56am

    We've experienced the same issues it seems as everyone else here - migrated from Sage 50 and fully expected some limitation on the layouts etc. but what we have here is something a 4 year old could have designed better and no ability to change it.
    We also adopted the full stop as the only "sensible" option for the contact.
    Not having an option for using/printing the customers telephone number field into an invoice seems particularly short sighted.
    We've been told these issues are going to be addressed within the next couple of months and it won't be quick enough - frankly can't believe the product was ever launched with these restrictions.

  • Guest commented
    24 Nov, 2021 10:11am

    I have had the same issue and complaint about this. Was not informed that this would change so drastically from the Sage 50 system. Real backward step for Sage. Totally agree with the comment below about going back to the old system and that Main Contact nonsense. I've not used their workaround as having the words Main Contact at the start of the invoice is stupid. I've gone through all mine and put a full stop instead which is less noticeable but certainly not ideal. This problem should be made a priority for the designers. I certainly won't be recommending this system to other users at the moment.

  • Guest commented
    25 Oct, 2021 06:07pm

    J'aimerais avoir plus de souplesse dans la mise en page de mes factures.

  • Guest commented
    19 Oct, 2021 03:32pm

    I would also like this function as I would like to move boxes around and delete some information that is not relevant to my company

  • Guest commented
    15 Oct, 2021 08:29pm

    We are a yacht club and would like to the option to edit all standard text on an invoice, credit note and statement template. For example, to change the wording from Customer Account to Membership Number.

  • Guest commented
    12 Oct, 2021 12:10pm

    Where is report designer...? Why can't I edit "MY INVOICES"? I have so much detail, customer PO, Job ref, Sales order ref and now I cant do that.

    They are VERY basic invoice layouts as on the system also, let alone been able to edit them. Seriously considering reverting back for both my companies.

    And don't even start me on the type "Main Contact" issue.

    I could go on but I have to go and do more administration work on a system I was led to believe would make things more time effective!

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