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Post Info TOPIC: Use a excel invoice to create invoices using sage
stella1310


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Use a excel invoice to create invoices using sage
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Hi there,

I'm new to this forum and sage no and am very confused....

can anyone tell me if I can use a template, (created in excel) and use this template to print off all my invoices I create on sage?

i dont like the layout of the invoices sage is printing them on.

Any help is much appreciated....

p.s. only started working in accounts and new to sage so might not be my one and only post biggrin

 



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semsley


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Not quite sure what you are asking, but if you want to change the layout of a Sage invoice you need to edit it in Report Designer.
Open a new invoice
Click on Print
Choose the layout you want to amend from the list
Click on Edit which opens the invoice in Report Designer
Make your changes
Save with a different name

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stella1310


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Hi Semsley,

Many thanks for your reply. I found the report designer. looks very confusing but I'm sure I'll figure it out soon.

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Donna CBK


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Hi, depending on the version of sage it can be pretty straight forward to adjust the templates, insert logo etc however it can also prove time consuming. I do have a range or sage templates ready to view, created for inputting into sage. These are £40 + VAT each, and small adjustments to colour, font, logo etc. are inclusive.



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Donna Curling - Complete Book-Keeping Ltd (CBKLtd) - 07939 101900

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