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  • How to show line numbers on invoices and quotes as well as item headers

    Hi, good day. ( Please refer to image below as example from excel ) 1. Is there a way to number the individual lines on quotes and invoices? Sometimes we want the clients to reference the line numbers on their quotes. 2. Is there a way to segregate…
  • How to rename custom invoice templates using Custom Layout Designer / Sage Company Settings?

    Hi, Does anyone know how to / if it's possible to rename custom-designed invoice templates (built using the Custom Layout Designer Add-on)? I don't see an option in the layout designer other than save as, & you can't do anything except select from a…
  • Inventory Item Weights - Sage Business Cloud

    Hi Everyone Does anyone know how one could add product weights to Sage Business Cloud? If this is possible, I would then also like to add the total order weight in the invoice designer in order to process a transport quote. We now have to calculate…
  • Download/Install Error - Accounting Custom Layout Designer for Windows

    I have been trying to Install Accounting Custom Layout Designer for Windows for the past month to adjust our invoicing templates but having absolutely no luck, even after a long email thread with support agent as well as a lengthy online live chat with…
  • Exclusive Selling Price

    Good day, I am editing my invoice/quotes on custom layout designer version 18.0. I would like to ad or select my exclusive selling price per unit. (No vat) But it keeps putting the price in with vat. What am I doing wrong?
  • Customer Statement Template - How to implement date order and balance changes

    Good day I have done some work with the Custom Layout Designer to personalise customer facing documents (quotes, invoices, statements) using the "Modern" template. I would like to implement the following but do not have enough experience working with…
  • Customer Receipt Amount on Customer Statement

    Good day I am trying to edit my customer statement so that the amount the the client paid or my company received shows as one amount on the customer statement. At the moment it allocates/matches to the invoices (see below). Is it possible to have for…
  • Customer Invoice - Characters in the description

    Hi There! Please excuse if this has been asked before. We are a consulting firm and are required to include a lot of detail in our descriptions in our invoices to clients as it details what consulting work was performed. We are finding that the 100…