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
  • Love This Idea Likely To Be Coming Your Way
  • Attach files
  • Guest commented
    8 Aug 03:32pm

    I would really like to be able customise invoice layouts to include changing font colours, font sizes throughout the invoice, add and arrange my own fields to include Supplier reference codes etc.

    This is the same for statements too

  • Guest commented
    15 May 11:01pm

    I tried to create a Nominal Code for Intangible asset but Sage Business Cloud does not have intangible asset Category although the intangible asset shows on the Balance Sheet. So where can we display intangible assets of the business?

  • Guest commented
    28 Mar 10:57am

    I consider being able to emit invoices in different languages adapted to the customer such a basic. We're in a globally interconnected world. The thing that bothers me is that at Sage you must have all the languages defined and ready already, as you sell Sage on different markets. It should be such an easy thing to make these different language versions for invoice templates available. Stunned.

  • Guest commented
    8 Mar 04:53pm

    We wanted our Sage Line 50 to be transferred across to Sage Cloud Accounts. Our invoice usually has our company name logo as a banner strip that runs from left to right across the whole page and when we try to attach our company logo, it won't let us do barely anything with it and it looks minute and looks ridiculous

  • Guest commented
    8 Mar 03:13pm

    I moved over from Quick Books as my accountant said that Sage was more user friendly. Quick Books allowed me to create different templates for different services, where the level of information required varied. Sage don't appear to have understood this requirement by only offering a one template option.

  • Guest commented
    22 Feb 11:31am

    Even something as basic as 'save as' from one of the given templates....then you can name it your own and cusomise it. Being able to edit the data fields is working with migrated data and its pulled in some rubbish fields from the old contacts in sage50 that i have no way of changing wihtout editing the customer details!!!!!!, not being able to select which fields to use seems pretty restricted atm.

  • Guest commented
    31 Jan 10:48am

    this would be very helpful to be able to customize invoice and quotes.

  • Guest commented
    14 Dec, 2022 05:07pm

    I'd like to make the switch from Quickbooks, but the fact that invoices are not customization is keeping me from making the transition. It would be great to have a lot of templates to work with, with the option of choosing columns.

  • Guest commented
    29 Nov, 2022 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, 2022 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, 2022 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, 2022 04:12pm

    This is urgently needed please!

  • Guest commented
    8 Aug, 2022 11:38am

    This would make a huge difference for us.

  • Guest commented
    6 Jul, 2022 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, 2022 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, 2022 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, 2022 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, 2022 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, 2022 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, 2022 12:16pm

    Buenos días.

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

  • Load older comments