Customize your sales documents to match your brand. Change Settings or while creating a sales invoice.

How this works

Preview your changes as you make them.

Your changes apply to new documents. To apply changes to existing documents, edit and update each document.

• Add your business logo to sales documents
• Choose a template to change the layout
• Choose a theme colour for headings and tabular data
• Set up the numbering system you want to use
• Add bank details so customers know how to pay you
• Add notes with your opening hours, website address, or seasonal information
• Include terms and conditions, such as payment due dates
• Add logos to highlight your qualifications and trade association memberships
• Add more details in the footer

Choose templates, logos, and colours

Select Settings, then Templates and Logos.

Templates

1. Review your current template and the available alternatives.
2. Choose a template for your service-based or product-based business. If you use an older template, look under Can't find your template? at the bottom of the section.

Logos

1. Select Add a logo and browse to your image file. Alternatively, drag your file onto Add a logo.
2. After uploading your logo, reposition it within the preview area.
3. Use Plus and Minus to zoom in or out.
4. Select Reset to start over.

Use these file formats and dimensions to prevent stretched, blurry, or pixelated logos:

• Use JPG, PNG, or GIF files
• Keep business logos within 280 pixels wide by 200 pixels high
• Keep association logos within 180 pixels wide by 200 pixels high

Theme colour

1. Choose an accent colour for your documents.
2. Preview how the colour changes headings and tabular data on your invoice.

Add footers, notes, and terms and conditions

1. Go to Settings, then Document preferences.
2. Use Footer Details or Notes to share your opening hours, website address, or seasonal information.
3. Add bank details so customers know how to pay you.
4. Include your standard terms and conditions to explain when customers must pay.
5. Change Notes and Terms and conditions on individual documents as needed.

Set your numbering system

1. Go to Settings, then Document preferences.
2. Set up your numbering system and change the starting number to suit your business.

Sage Accounting starts your document numbers at one when you first use the product.

Sage Accounting assigns a unique number when you save a sales document.

You can’t change or reuse an invoice or credit note number after Sage Accounting assigns it. Sage Accounting retains the number even if you delete (void) the invoice or credit note. This preserves a complete audit trail for your invoices and credit notes. You can reuse the same prefix and reference on another invoice.

Customize document emails

1. Go to Settings, then Document emails.
2. On Document emails, change the default email text for invoices, statements, and other documents. Sage Accounting adds this text when you create a sales invoice.
3. Customize the text before emailing your customer as needed.
4. Set your reply address. Choose whether to receive an email copy, and choose whether to attach a PDF of your document.

Customize documents while creating a sales invoice

While creating a sales invoice, select Customize at the bottom of New Sales Invoice to access customization settings.