Customise your invoice and credit note layouts

How to use Report Designer to customise your invoices and credit notes in Sage 50 Accounts.

You can change your layouts, such as adding your company logo and bank details, or create a bespoke design.

You can make basic changes such as adding your company logo and bank details, or create a bespoke design.

Choose an invoice or credit note layout close to what your desired format and edit it.

Save the layout as a new file to keep both the original and your new version.

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Open and save your document

1. Go to Invoices and Credits.
2. Select any invoice or credit record, then select the Print option.
3. Select Layouts.
4. Choose the invoice or credit note layout you want to change, then press Edit.
5. On the menu bar, go to Report, then select Report Properties.
6. Enter a new report name and description, then press OK.
7. On the menu bar, go to File then select Save As.
8. Enter a new file name, then press Save.