How To Create An Invoice Template In Sage 1

Sage I Custom Layout Designer for Windows

Customise your invoice and argument layouts using the Custom Layout Designer

The Custom Layout Designer allows yous to customise the following:

Customer Documents
Customer Statements
Supplier Documents
Supplier Statements

To download this application, go to the Accounting website. Click on the Add-ons menu selection. Curlicue down until you encounter the Custom Layout Designer section:

Click on the Download button. Install the application on your computer.

A shortcut icon will brandish on your Desktop.

Double click on the icon to log into the Bookkeeping Custom Layout Designer.

The Custom Layout Designer is only uniform with Windows Operating Systems.

Customise your report using Custom Layout Designer

The Custom Layout Designer is a desktop tool that you tin download and utilise to create your ain customer and supplier invoice and statement layouts.

Steps to customise:

Load the Custom Layout Designer. Choose the blazon of layout to customise.
Change the layout for your business. Annotation: Your company logo cannot be added onto the layout you are customising. Ensure that your visitor logo has been selected under your Company Settings…Branding…Company Logo.
Save the layout.
Under Company Settings…Documents and Statements tab…Invoice and Statement Layouts, choose the customised layout you lot wish to use for each study.

We will comprehend the post-obit customisation topics:

Inserting a logo or moving-picture show
Changing your font
Inserting a new field
Repositioning your fields
Deleting Fields
Copying Fields
Preview

Inserting a logo or film

In Accounting, you upload your Company Logo in the Company Settings section. Practise non delete the picture box on your layouts.

Bookkeeping automatically links your selected logo in the Branding tab in the Company Settings department to this picture box.

Changing your font

To change your font properties, highlight the text box that you want to alter. Use the toolbar at the pinnacle of the screen to assist you in irresolute the font blazon, size, style, color and position.

Inserting a new field

To insert a new field on your layout, select the Label choice from the Standard Controls Tool Box.

Drag and drop the Characterization onto the layout. Double click on the label to edit the text.

Repositioning your fields

To reposition your fields on your layout, highlight the box and drag it to the new position.

Deleting Fields

To delete a field, highlight the box and press the delete push on your keyboard or correct click and select the delete choice from the menu.

Copying Fields

To copy a field, highlight the box, correct click and select the copy option from the menu.

Preview

Click on the Preview button to view your report before saving it.

The Report Explorer and Field Listing

The Field List and Study Explorer helps you explore the unlike fields inside the layout.

Field List

The Field List is located on the correct hand side of the screen.

When y'all click on the Field Listing tab, a listing of the layout fields display.

If yous click on a field in the layout the corresponding field highlights in the Field List.

To add a field with similar calculations or backdrop, drag and drop the selected field onto the layout.

Accounting will automatically filter the right data into the added fields when you impress or email the customer or supplier document.

Written report Explorer

The Written report Explorer is situated on the correct hand side of the screen. When you click on the Report Explorer tab, the explorer displays.

If you click on a field in the explorer the respective field will highlight in the layout.

Saving your layout

After you take customised your document, go to the File carte and select the pick Save as.

You lot cannot customise the default layouts.

The Salvage Study screen displays.

Enter a unique proper noun in the Report Proper noun field and click on OK.

Your layout will now exist saved.

You can change your customised layout in the Invoice and Argument section nether the Documents and Statements tab nether your Visitor Settings.

The Custom Layout Designer will besides allow you lot to export your layout and import it into Accounting.

Selecting your Layouts

After y'all take saved your layout, it volition be available in your Accounting visitor.

To select your new layouts, click on the Company Settings link at the tiptop of the page.
Navigate to the Documents and Statements tab and select the Invoice and Statement Layouts option, on the Company Settings screen.

Select your new layout from the drop downward menu.

The Custom Layout Designer volition also allow you to export your layout and import it into Bookkeeping. Click on the Import button to import your layout.

Click on the Salve button.