How to Create a Sage Invoice Template for Your Business

Posted by: Patricia Barlow Post Date: 17th May 2018

If you have a knack for numbers, you might have considered running your own business in bookkeeping. If this is the case, you may have wondered what qualifications you need to start a business in accounting and to achieve your career goals. The good news is that you don’t need to go to uni, so let’s look at bookkeeping skills for beginners you will need, to get yourself started.

Qualifications

While you don’t need a degree, you will need to gain a relevant qualification in order to bring your knowledge up to scratch and gain the trust of potential customers and improve your accounting skills.

Do Bookkeepers Need a Degree?

This applies whether you’ll be managing other business’s finances or being your own boss. As a minimum, it’s a good idea to gain the level 2 Bookkeeping Certificate from the Association of Accounting Technicians (AAT). This internationally recognised qualification will get you to grips with basic accounting skills, including double-entry bookkeeping, processing invoices and credit notes, balancing cash books, processing ledger transactions, and extracting a trial balance, all handy skills for running your own business.

If you’re looking to go into a more senior role or build your reputation among potential customers, you might consider building on your accounting skills for business and going on to complete the AAT level 2 Certificate in Accounting, or even the full qualification.

Wondering whether you have the skills to run your own business?

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When sending out sales invoices from your Sage system, they need to be clear and understandable, as well as reflecting your business. By creating your invoices from a template already created by Sage, you know they will be laid out correctly; you just need to amend it to ensure it reflects your business. So, let’s take a look at how to how to create a Sage invoice template.

The basics of report designing

There are many templates already set up within Sage 50. To access these, go to the invoicing module and highlight an invoice already created. Then click print. If you choose layouts, there are many templates to choose from. Templates starting with “11” are for a dot matrix printer. Any template starting with “A4” is for a basic A4 printer. It may be best to alter a template that starts with “Email”. This means the emailing options are already enabled, and you can still print them if you need to.

Highlight one of the templates and click edit. This opens the report designer screen. The first thing to do is to save the template as your own so that you do not overwrite the original. To do this go to file, save as.

To move any of the fields in the report, your cursor needs to be a four-headed arrow. To resize any of the fields in the report, your cursor needs to be a two-headed arrow.

You can add your company logo to the invoice by going to toolbox, add image/logo, as long as your logo is saved on your computer as a jpeg file.

Adding additional fields

If you need to add additional fields to the invoice, such as contact details or order numbers, you can do this by going to the variables pane.

The variables are the fields you require and are all kept in folders. The folders are where you would find this information in Sage. For our example, this would be the sales ledger.

Remember, once you have finished your template, save it so you can access it.

If you carry out bookkeeping tasks on a regular basis, you may benefit from completing our Accounting Fundamentals for Small Businesses training in preparation for becoming self-employed or just to improve your business skills. You can study at your own pace from wherever you like, with full support from an experienced tutor.

Want to become a qualified bookkeeper? Try our FREE Accounting Fundamentals for Small Businesses course today.

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