Personalising Sales Documents in Sage 200 Accounts Hero

Sage How To: Personalise Your Sales Documents in Sage 200 Accounts

Portraying you brand correctly is important for any business, whether it’s your logo, maintaining control over copy about your business, or even tone of voice which is used across your marketing and collateral. The same goes for any sales or customer-facing documents which go outside of your company.

Sage 200 accounting makes it simple and easy to personalise your documents and reports. One of the best ways to add your brand, is by adding a logo or image to reports and documents.

You can use Report Designer to add images to your reports and documents which then print as part of your design. By adding images such as company logos you can personalise your documents, creating a streamlined corporate image.

You can add an image file to a document in the following ways:

  • Embedded – The image included with the report or document. If the original image is changed it does not change on the document.
  • Linked – The image is not stored on the document but in a secure central location. When the document is printed the stored image is used. When the original image is changed, the updated image also appears on the document.

This is useful when you useful for images such as your company logo, that you use on multiple documents. When you change the image, it’s updated on all relevant documents.


Personalising Sales Documents in Sage 200 Accounts in 7 Simple Steps

Firstly, locate the report or document in Sage 200 accounts

First, you’ll need to…

Open: Tools > Run Sage Report Designer in your Sage 200 accounting software. Go to File Explorer section.

The default reports are all stored under the Defaults folder by type of report and module such as nominal, purchases etc:

If you’ve previously amended the report or document, it will be saved in the Custom or Company folder.

Hint: Report types:

  • Labels – prints labels for stock items and suppliers.
  • Layouts – used for printing invoices and credit notes.
  • Letters – for debtor letters to send to customers.
  • Reports – all reports


How To Add an Embedded Image to Documents and Reports in Sage 200 Accounts

There are several ways you can add a logo. The simplest method is to use the Dynamic help. This adds an embedded image in 7 steps.

Open: View > Dynamic Help.

  1. Select Add image or Logo. Click Browse to locate your image.
  2. Click Browse to locate your image. The image is shown in the Preview section.
  3. To prevent the image from distorting when it’s re-sized, select Do not stretch on resize.
  4. If you only want to the image to appear on the first page, select Print on first copy only. Otherwise the image will appear on all pages of your report or document.
  5. Choose the section of the report you want the image to appear.
    The available sections vary depending on the report or document. The image will appear every time the section is repeated. Some sections may be set to only print once. If you’re adding your company logo, you probably want it to appear at the top of the page , so you’d need to add the image to the Page Header.
  6. Choose where to place the image in the section:
    Vertical Alignment – places the image to the Top, Centre or Bottom of the section.
    Horizontal Alignment – places the image to the Left, Centre or Right of the section.
  7. Click Add to report.

The image is placed on the report or document. You can resize and move it around as required. You can use the mouse to resize or move it. Use the arrow keys for small changes to the position.

Use the Preview option (View > Preview) to check the position of your images.


How to add a linked image in Sage 200 Accounts

On the occasion you’d like the image to link elsewhere, for example your website, you can follow these steps:

Open: Toolbox > Add image or Logo.

  1. Click on the document where you’d like to add your image.
  2. Select Browse my PC or network for an image.
  3. Clear the Store the image in the report option.
  4. Click OK.
  5. Browse to your image and click Open.
  6. Move the image to required location.

You can use the mouse to resize or move it. Use the arrow keys for small changes to the position. To align it with the section use the buttons on the toolbar.

Use the Preview option (View > Preview) to check the position of your images.

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