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Custom Invoice Layouts In Sage 50 And Xero

Complicated and confusing, but fixable ...

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POSTED BY ALISON MEAD ON 09/12/2019 @ 8:00AM

It has been a week of designing custom invoice layouts, both in Sage 50 and Xero. Some very knowledgable people I know were baffled and asked for my help ...

Custom Invoice layouts in Sage 50 and Xero can be complicated and confusing!

Custom Invoice layouts in Sage 50 and Xero can be complicated and confusing!

copyright: flynt / 123rf

First up was an issue that came in over the weekend. I was sent a Xero layout problem by an accountant. Two or three people had tried to customise a Xero invoice layout, which is managed through Microsoft Word, and had left it in an almighty mess.

There were columns out of line, unit prices with too many decimal places and floating boxes which just didn't behave and stay where they should. I actually really enjoyed getting my teeth into fixing a Word document with hidden tables and other fun problems.

"I got a tremendous feeling of satisfaction by producing a well-presented invoice to my client's own client!"

Then on Monday, I moved onto a Sage 50 report design, something which I am much more comfortable with. The customer this time was printing invoices on purchased invoice template paper, then scanning it back in so they could email it to their own customers.

You can imagine how time-consuming that was. I redesigned their invoice, statement and remittance layouts so all would look good with logos on plain paper, making the bank details for payment really obvious too. I'm pleased to say they were very happy with the results.

While there, I was also able to talk them through the good housekeeping techniques and keeping their Sage tidy on their Sage 50 data too. They really appreciated my attention to detail.

They had been running since 2004 and had never cleared down old data or deleted any invoices (there were over 9,000 invoices saved!) so there were some significant performance improvements to be made. Together, these two changes will be saving them loads of time as invoicing and backing up will be much quicker.

Complicated issues to resolve with these custom invoice layouts, but I now have two happy customers!

Until next time ...



ALISON MEAD

Would you like to know more?

If you have been using Sage 50 software for years why not book a session with me to double-check that you are making the best use of the software and keeping it neat and tidy? I can also create custom invoice layouts if you need them.

Do give me a call on 01604 420057, leave a comment below or use the Messenger tool you can see in the bottom right of your screen to chat right now. Let's see how I can help you.

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About Alison Mead ...

 

Alison loves bookkeeping. She has been helping clients to be better bookkeepers in Sage 50 for over 22 years and has more recently added Xero Accreditation to her list of skills.

She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.

Alison combines her role at Silicon Bullet with running two network marketing businesses and is also a Regional Leader for 4Networking as she likes to keep busy.

You know what they say, if you want something done well ask a busy person!

Telephone:

01604 420057

Website:

https://www.siliconbullet.com