Accounting Ideas

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?

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.

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

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.

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.

Buenos días.

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

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

I would have thought this would already be possible in 2022

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.

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.

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

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

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.

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!

We really need to be able to edit the contact name on our invoices. We use the same address but to different people its so frustrating.

If this was raised May 2020 - a year later and no improvements - I think this should be looked at. See other ideas raised relating to the same topic.

The Invoice template needs flexibility to be able to edit what you see - for example not showing the contact details on the address. The work around of removing the contact name & typing Main Contact -is not good enough. We need to be able to edit what appears on the invoice for this to look professional. (ALSO SEE IDEA S1-I-320 - this needs to be added to this)

Yes, this is definitely a feature we need. Whilst the templates are ok, all businesses are unique in their own way and to be able to personalise them a bit would be great. Even if it is just a little thing like being able to move the logo or header a little bit. As a service provider none of the suggested templates quite hit the spot for us.

We now have different bank accounts for Sterling, Dollar and Euros. It would be good if we could set up templates with the correct bank details for each currency then when the currency field is populated when creating an invoice it knows which template to call, at the moment we need to use Adobe to edit the invoices which leaves lots of room for error

I was not expecting the templates to be amazing, but as a design business it would be nice to be able to design a template ourselves that was easier on the eye. They look ok on the template selection page, but once applied they look very unprofessional. Please call us and we can help you make a better job of the currrent templates if you can't get a custom builder sorted!