Uploading templates

Question

I am going to be updating the design of my company's accounts stationery including invoices, credit notes, purchase orders and statements. Is there a way to create a template and upload it to Sage? If this is possible what format does the file need to be and how to you upload it? 
 Please note that I am a graphic designer and creating the template for my colleague who uses the Sage software. 
 Thank you in advance!

Adam Wood · Answer

Hi Sarah, 
 You would need to set up these template using the Report Designer program. 
 Please click here to view a quick guide on using the Report Designer. 
 If you would like us to design these layouts for you, or require any further help with Report Designer, please call us on 0845 111 55 55 .

Adam Wood · Answer

Hi Sarah, 
 I'm afraid not, the Report Designer needs to have variables added to pick up the information you require from your company data, text boxes and images added and email settings applied. 
 The link you have provided is for Sage Pay, which isn't a desktop program with your company data linked in so we would need to use Report Designer. 
 Please feel free to get in touch if you would like to arrange this with us.

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