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
  • One For The Future
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  • Guest commented
    9 Apr 05:12pm

    I am a service business not a delivery business and would like to amend the field for the heading 'Delivery Address' to Service Address in the invoice template. Please can we have more flexibility witht he template.

  • Guest commented
    31 Mar 10:49am

    Please can we have more flexibility with layout and design for invoices.

  • Guest commented
    26 Mar 11:05am

    We would like to add additional reference box to both sales & purchase invoice templates - so we have our reference & customers reference on

  • Guest commented
    12 Mar 02:48pm

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

  • Guest commented
    11 Mar 11:18am

    The standard layout of the invoices is extremely poor and looks like a 10 year old has designed it! I agree that this does make us look like a startup business and not very professional. We are considering moving away from this product as we cant see this being resolved anytime soon.

  • Guest commented
    24 Feb 10:27am

    I would like the Onyx (product) and/or Midnight (product) to have the 'code' column removed and have it replaced by Quantity, so the headings read:

    Quantity Description Price/Rate Vat Net Amount

    20 tons of X 10.00 20% 200.00

    I cannot understand/see the relevance of having the product code on the invoice!

    Please give the flexiblity, I know people who have gone to other software packages as this invoice layout is not acceptable.

  • Guest commented
    26 Jan 02:53pm

    My business is all about design and print and the current fixed layout frankly looks basic and makes us look like a startup!- Sage 50 had way more scope. Please give us some more flexibility

  • Guest commented
    25 Jan 03:42pm

    We also have various brands within our company & need to send invoices on different headers from the same Limited company. Very annoying that we cannot save more than one invoice/ statement template for the different brands. Currently have to use another SageOne account to raise the invoices then import them in. Very inefficient.

  • Guest commented
    23 Jan 12:24am

    Etant Français, ces modèles de facture ne sont pas à la hauteur de ce que peux proposer Sage. Prenez exemple sur EBP avec leur offre cloud : EBP Horizon. Ils ont des modèles de facture excelent et ultra personnalisable. Un outil de facturation se doit d'avoir le must pour faire une belles factures pour les clients des entreprises que vous hébergez. Je vous remercie par avance pour vos efforts.

  • Guest commented
    18 Jan 12:03pm

    I am very frustrated with templates - our business carries several different logo depending on the nature of the invoice and this is not supported. With SAGE being in cloud, and easier access by more staff I was hoping to move away from word created invoices that then have to be keyed manually. Big disappointment. Please hurry and change this. thanks

  • Guest commented
    12 Jan 07:54am

    There is a lack of thought gone into the templates. They are designed its semes for sales of items and wholly ill-considered for fees for services. Firstly, who wants the unchangeable "Sales Invoice"? For those of us in professioanl roles, we need to be able to change this to "Fees for the Professional Services of Joan Bloggs". Further, the lack of column for a date entry on the left hand side means that dates are lost in the description. Then, even more frustrating, if one works on an invoice and then finds some other billable work, there is no way to move the currrent entries up or down, or to insert a new row to insert a miseed detail. Whoever created this has not thought through properly what those of us who provise services need. Then there is also the lock out for making changes to invoices. While that may be useful in some organisations, where one is s sole practitioner and is signing a tax declaration, surely we should be trusted to override our own invoices. I am using the 30 day trial but an unlikelt to stick with it as the product is lacking the most obvious elements.

  • Guest commented
    6 Jan 01:24pm

    In order for this new version of Sage to work for our business , we need to be able to customise these templates to suit our business. We will have no choice but to revert to Sage 50 if this is not going to be made possible.

  • Guest commented
    18 Nov, 2020 05:28pm

    I would be happy with just being able to change font types, bolding, sizes the usual formatting options. And to be able to change the existing invoice tags such as 'Reference' to tweak the existing template.

  • Guest commented
    15 Nov, 2020 11:05pm

    The current template options are not great and tailoring is very limited. Having the option for multiple invoice templates is essential.

  • Guest commented
    9 Nov, 2020 10:50am

    It would also be good if you could have multiple templates, and you can choose which template you want to use for each invoice. A similar thing for customer statements would also be good.

  • Guest commented
    4 Nov, 2020 11:06am

    The current templates aren't good enough and we often have clients require way more customisation. It stops a client moving to Sage One if their sales invoices will be changed from their current format

  • Guest commented
    12 Oct, 2020 08:44am

    You should be able to make your own templates like how it is in Sage 50 accounts.
    Further, when you select a template i would like it to pop out and reference each field on the template to those you set in the logo / default text selection screen.

  • Guest commented
    28 Aug, 2020 11:15am

    I agree it is must do ... clients are morning on the templates and there is nothing we can do but to issue sales invoice manually. All cloud based software provide an option to import template. There should be some flexibility !

  • Guest commented
    6 Aug, 2020 07:31am

    I echo all the sentiments already stated and feel this certainly has to be a feature upgrade on the imminent list for inclusion.

  • Guest commented
    6 Jul, 2020 06:47pm

    Adding customization for the invoice template would definitely add a lot of value. I would personnaly love to be able to provide an invoice with the relevant information for my customer and the way we work.

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