Documents (customer account)

Find this screen

Open: Customers > Create & Amend Accounts > New Customer

Open: Customers > Create & Amend Accounts > Amend Customer

• Use the Documents tab to specify the stationery layouts that you want to use to produce statements and invoices. You can also specify how you want to price items and send invoices to the customer.

Statement and invoice layouts (Stationery)

You can use different invoice and credit note layouts for different customers, or set up a layout for printed documents and another for sending documents by email.

This is where you can set up the list of the layouts you want to use for individual customer accounts. These are then used automatically when printing documents for those customers.

You can override the default selections when you print the documents in the Sage 200 desktop.

• Statement production.

  Choose from one of the following:

  • Paper Standard: Uses Statement Primary layout file.

  • Paper Alternative: Uses Statement Alternate layout file.

  • Email Standard: Uses Statement Email Primary layout file.

  • Email Alternative: Uses Statement Email Alternate layout file.

• Sales invoice layout and Sales credit note layout.

  Choose from the following:

  • Default Invoice Layout: Uses SOPInvoice layout file.

  • Default Credit Note Layout: Uses SOPCredit Note layout file.

  • Any additional custom layouts.

    These are set in Maintain Invoice Layouts and Maintain Credit Note Layouts (in the Sage 200 desktop), and will use layout files SOPInvoice2, SOPCredit Note 2, and so on.