How To Amend A Sage Invoice Template

Y'all tin amend the Sage l commercial invoice template in Sage. Add EORI, INCO Terms, Announcement Statement, HS Tariff and more. Sage has recently created a Commercial Invoice Template for version 27 of Sage fifty Accounts, which is bang-up news for customers who are exporting goods and want to produce the certificate from within their accounts software.

But there is a lot to consider before yous can utilise information technology to its total potential, so read on to discover out more… or if you lot would prefer my help to get information technology set upwardly for you, give me a phone call and I would be happy to assist…

Where do I add together the HS Tariff Code, State of Origin and Unit Weight information for products and then they will show on my Commercial Invoice?

These fields will be populated automatically on the new layout so long every bit you have entered the data into the appropriate fields on your production records. If you have never entered this information into Sage, then you need to go to the Products and Services module, edit each product, and enter the data into the iii fields highlighted below – Intrastat Com. Code, Weight (kg) and Country of Origin:

Sage 50 product record showing tariff code, weight and country of origin fields — Sage l Production Record

Call back in that location's the Batch Changes characteristic if you lot desire to use the same information to multiple product records at the same time.

Where practise I add my company EORI Number to the Sage Commercial Invoice template?

This is a new field in Sage and tin can be found in the Company Preferences screen in the Settings carte:

Company EORI number field in Sage 50 — Company EORI number input in Sage l

Let'south motion onto some new headings on the layout itself which are very specific to a commercial invoice rather than the standard invoices y'all are used to in Sage. These are

Inco Terms
Reason for Export
Annunciation Argument
Total No. of Packages

At that place are no standard fields in Sage where you can populate the 'reply' for these terms. Instead you have to make some decisions on where you would similar to store the information then that information technology works for you lot.

**How can I add Inco Terms, Reason for Consign, Declaration Statement and Full No. of Packages onto my Commercial Invoice?**

The practiced news is that there are unproblematic options for customising the Sage fifty Commercial Invoice Template to populate these fields automatically. Yous can:

Hard type the wording into the layout template itself. A perfect solution if the aforementioned information is going to exist used on every commercial invoice you produce. An example would be the Declaration Statement text which will probably stay the same on every Commercial Invoice you raise.

Sage 50 declaration statement — Sage 50 Declaration Statement

Cull a field in the customer tape to hold the data, for example the Assay 1, 2 or iii fields on the Defaults tab. Within Report Designer you would so add together the Information Field you have chosen next to the appropriate heading. This selection would work well for fields where the information is customer-driven, meaning that a customer will always have that same information on their invoices.

Sage 50 customer record custom fields for commercial invoice template — Custom Fields in Customer Record

Choose a field in the Invoice entry screen to hold the data, for example the Analysis 1, 2 or 3 fields on the Order tab. You lot can then add that Data Field to the layout template next to the appropriate heading. This is the best solution if the information will alter on an invoice-by-invoice footing, such equally the Total No. of Packages.

The right solution for you will potentially hateful using a combination of more than than ane of the above options. Once you accept decided where you are going to store the data, you can edit the Commercial Invoice layout and make the amendments. Remember to Salve a copy of the layout get-go as you lot will be prevented from making this level of change on the original re-create.

What other fields am I able to add to my Sage 50 Commercial Invoice layout?

Other fields you lot may want to put on your layout are:

Customer's EORI Number – not a standard field in Sage, so you lot could refer to Point 2 above to add this data to your customer records. Then it volition be bachelor to add to your layout.

Destination Country – this information is held on the client record and then can be added to the layout if needed.

Gross weight – Not available as a standard Sage field then it would be best to consider Bespeak 3 to a higher place to add this information to your Invoice entry screen. Then it will be bachelor to add together to your layout.

In summary, with a bit of piece of work initially to decide on where to hold the boosted data, and then amending the layout itself, you will end up with a Commercial Invoice layout that you lot tin can produce quickly and hands from within Sage50cloud Accounts.

If trying to learn how to amend a Sage layout is too time consuming for you lot then just make it contact and I can go through the procedure with you lot, from choosing where to hold the additional information through to alteration the layout to satisfy your requirements.

See here for more details on how I help businesses customise their jotter layouts.