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Invoice Customization in Sage Accounting

Created on  | Last modified on 

Summary

This article outlines what you can customize on invoices in Sage Accounting and Accounting Start.

Description

You can customize your invoices from the Settings tab. From there you have various possibilities from 3 different sections.


Settings > Business settings > Templates and Logos
Settings > Business settings > Document Preferences

Settings > Business settings > Record and Transaction Settings 

Resolution

You can customize your invoices from the Settings tab. From there you have 3 different sections and various possibilities.
 

  • 1- From Settings >  Business settings > Template and Logos

​

  Accounting Start Accounting 
Upload your logos Yes Yes
Select a default template: One template only 2 templates:

What details can be displayed on the invoice - Accounting
Choose a color scheme 
(for scheme colors only, text font color can't be changed)
 		 No Yes
Modify the font size and style No Yes
More info Add a company logo and apply a template to documents in Accounting Start Add a company logo and apply a template to documents in Accounting

 

  • 2- From Settings > Business settings > Document Preferences
  Accounting Start Accounting
Adjust the invoice numbering  Yes Yes
Change the invoice prefixes                No Yes
Add Terms and Conditions and Notes Yes Yes
Add footer notes Yes Yes
Customize your headings  No Yes
Disable your contact details No Yes
Disable delivery address  No Yes
Disable due date No Yes
How can I get rid of the due date on my sales invoices? - Accounting
Rename columns shown on documents No  Yes
More info About Invoice Form Settings for Accounting Start About invoice form settings in Accounting
 
Add/Delete columns displayed on templates No No

  

  • 3- Settings >  Business settings > Record and Transaction Settings 


From this section, you can customize a default Due date for all customers. (Not available to Start users)
You can also overwrite this default and specify the due date for each contact, from the Contacts tab. 
 

  Accounting Start  Accounting
Default Due Date for all contacts        Not available                                          About Record and Transaction settings in Accounting (EU)
Specific Contact Due Date How to amend customer and supplier credit terms - Accounting How to amend customer and supplier credit terms - Accounting

 


Applying changes to invoice settings :

You can change those settings at any time and it will apply to all new invoices created.
You can only apply a particular setting for all invoices. You cannot configure conditional settings, for example, a type of template for a particular type of contacts, etc.

Some changes will be applied automatically to all invoices previously created, and other settings require you to modify previously created invoices to reload the information:
After changing any contact details, the contact needs to be selected again from within the invoice. (Select another contact temporarily and re-select the contact to reload the information).
 

  • Settings that are automatically applied without having to modify the invoice.  

    • Logo and documents settings: Template + Color + Logo + Size 
    • Invoice settings:
      • Document and columns Headers
      • Display of Telephone email etc 
      • Display of Due date 
      • Penalty rate.

  • Settings that require you to modify the invoice 

    • Contact details: Any change associated with the contact.  ex-change to the due date or contact's address or contact name. 
    • Display of delivery address: you need to manually modify the delivery address to No delivery address from within the invoice.

 

  • Settings that cannot be updated automatically even when modifying the invoice. 

    • Prefix and reference number can never be changed once an invoice is created.
    • Notes and conditions are reflected only for new invoices created. You can manually change the notes from the invoice though.

 

Looking for something else?

Our development team is looking into allowing more flexibility regarding the invoice layout in a new version of the product.

For any suggestion for improvement, please Leave Feedback  for the Development Team.

The feature covered in this article may not be available in Sage Business Cloud Accounting Start or Accounting Standard.


If you'd like to take advantage of this as well as other advanced features, upgrade to Sage Business Cloud Accounting by following the steps outlined in How to Upgrade from Sage Accounting Start to Sage Accounting.

For more information on Sage Business Cloud Accounting, please see:

Differences between Accounting Start, Accounting Standard, and Accounting Plus