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
You can customize your invoices from the Settings tab. From there you have 3 different sections and various possibilities.
| 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 |
| 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 |
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 |
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.
Settings that require you to modify the invoice
Settings that cannot be updated automatically even when modifying the invoice.
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.
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