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You can choose the layout that you want to use for printed documents, such as invoices, purchase orders, despatch notes, debtor letters, and so on.
A set of standard layouts are provided when you install Sage 200. You can customise these layouts or create your own using Report Designer.
You can choose which layout you want to use when these documents are printed or sent via email. Once you have chosen the layout that you want to use, you can associate each document with a customer or supplier role. This role determines which customer or supplier contact each document is sent to.
For sales invoices and credit notes, you can use more than one layout and you can then associate specific layouts with individual customer accounts.
Open: File > Choose Layouts.
Open: Accounting System Manager > Settings > Customer and Supplier Document Types.
Select the required role from the Associated Role drop-down list for each document.
This creates a list of the invoice or credit note layouts that you want to use. You can use different invoice layouts for different customers, or set up an invoice layout to use for printed invoices and a different one when sending invoices via email.
Once you have set up your list of layouts, you can select which layouts you require for individual customer accounts. These layouts are automatically used when printing invoices for those customers. Alternatively, you can override this and choose the layout that you want to use when you print your invoices.
Note: You can only choose SOP Invoice or SOP Credit Note layouts.
Open: Sales Order Processing > SOP Maintenance > Maintain Invoice Layouts or Maintain Credit Note Layouts.
The Open window appears.
Open: Sales Ledger > Sales Accounts > Enter New Account | Documents.
Select the stationery to use for your customer's statements, from the drop-down list.
Select the layout you want to use for your Sales Invoices from the drop-down list.
The options available in the list are set in the Maintain Invoice Layouts window.
Select the layout you want to use for your credit notes from the drop-down list.
The options available in the list are set in the Maintain Credit Note Layouts window.
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