This feature uses Sage Copilot and is optional. You can use it during onboarding or at any time after setup. If you’re onboarding, access the feature from Sage Home as part of the customer onboarding experience. If you already use Sage Accounting, access it from Templates and logos in Settings. You can run the feature more than once. You can upload an existing sales invoice to help Sage Copilot detect your business details, branding, and lay out. Sage Copilot supports the following file formats: |