Using the custom layout designer

How to use the custom layout designer to customise your document and statement layouts in Sage Accounting.

The Sage Accounting custom layout designer allows you to customise your customer and supplier documents and statements.

This is available via an additional download. 

Follow the steps on the article Downloading and installing the custom layout designer for assistance.

1. Double-click on the Accounting Custom Layout Designer icon on your desktop.
2. Login using the same username and password you use for Sage Accounting.
3. Select the layout you want to edit.

You can customise the below options:

• Inserting a logo
• Changing your font
• Inserting a new field
• Deleting fields
• Copying fields
• Formatting text and numbers
• How to add a watermark
• Adding total quantity to your layout
• Adding borders
• Adding more images to your layout
• VAT amount per line item
• Invoice Totals on last page

Inserting a Logo

Add your logo from within Sage Accounting.

1. Log in to Sage Accounting.
2. Click Company and then Change Company Settings.
3. Click Branding.
4. Click Choose File.
5. Go to where you’ve saved your logo and double-click on it.
6. Choose your logo position.
7. Tick the options where you want to place your logo.
8. Click Save.

 NOTE: Sage Accounting automatically links the logo from the branding tab to the picture box on the form. Don't delete this picture box or your logo won't display.  

Changing your Font

1. Highlight the text box you want to change.
2. You can change the font style, size and colour using the standard text menu.
3. Make your changes.

Adding a new field

1. On the right-hand side of the screen, click Field List.
2. Click the field you want to add.
3. Drag and place the field on the form.

Saving the new layout

1. Go to File and click Save As.
2. Give the layout a name.
3. Click Save.

For steps on how to make further changes watch the videos below:

HOW TO VIDEOS	YOUTUBE LINK
Inserting a new field	Click here
Deleting fields	Click here
Copying fields	Click here
Formatting text and numbers	Click here
Adding a watermark	Click here
Adding total quantity to your layout	Click here
Adding borders	Click here
Adding extra images to your layout	Click here
VAT Amount per line Item	Click here
Invoice Totals on Last Page	Click here