Invoice template on Sage?

kaylisha79 Settling In NicelyRegistered Posts: 24 Dedicated contributor 🌟 🐵 🌟
Hi all,

Would you know how to create an invoice template on Sage ?

Thanks in advance:001_smile:


  • Rozzi Rainbow
    Rozzi Rainbow Trusted Regular Registered Posts: 465
    I'm presuming you already know how to generate and print invoices using the standard templates already on Sage?

    When you go into Post Invoices and Print, for now just select the top template - or whichever template is closest to how you want your final version to look. Select it and click Edit (along the top) this will open up the Sage Report Designer where you can move things around to get them exactly how you want them. You will need to Save your new template (File, Save As) and also give it a new description in the right hand column of the report designer under design name and description.

    Do you have Sage support? I find them to be very helpful with things like this.
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