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Choose your statement layout

Created on  | Last modified on 

Summary

The different statement layouts available in Sage 50 Accounts, to help you choose the correct one for your business.

Description

Instead of creating a layout from scratch, we recommend choosing a standard layout that's closest to what you need. If required, you can customise it to meet your requirements. Let's take a look at the layouts available.

Resolution

When you select an customer and click Statements, a list appears providing information about the layouts.

TIP: Depending on your screen size, you may have to click on the Documents & reports drop down  then click Statements.

11" or A4 Each layout name shows the paper size, 11 inch or A4. If you're using a custom paper size, choose an A4 layout and you can change the paper size later.
With Tear Off Remittance These layouts include a remittance on the right hand side that can be torn off by the customer and returned to you.
Security mailer Used with Sage Secure Mailer or Self Seal stationery.
2 part Include an Invoice, Credit and Balance column.
Individual Show itemised entries.
All items Show all entries for the date range, including payments.
Email If you want to send your layout by email, we recommend you choose one of the Plain Paper (Print or Email) layouts.
O/S Show only items that are currently outstanding on the customer's account.
Self seal To be used with Sage self seal stationery.
Group Date/Inv Ref Available from the Advanced Reports Library, these layouts sort the entries in date order and are grouped based on the reference of the item.
Grouped Shows items with the same date and reference grouped together as one entry.