Adding custom Sage layouts

Sage invoice list showing custom invoice layoutsWhen we create a custom Sage layout for you, such as a custom invoice or delivery note, we send you the completed file by email.

This file will need to be moved to your Sage layouts folder.

On a stand alone Sage system, this location will probably be in the same place as your Sage installation. On network versions this location could be on your own computer, OR on a network location.

The layout file goes into the folder called "Layouts"

Newer versions of Sage 50 use the file extension .layout, older versions will use a file extension .sly (for invoice and other sales ledger layouts), but in both cases the folder name remains as Layouts.

Finding the location of your Sage layouts:

  • Select an existing invoice from the invoice list which has already been printed
  • Click Print button
  • Select the layout you normally use
  • Click Edit button - the report editor will open
  • Select Save As from the file menu - this will show you the location of your current Sage layout files
  • Make a note of this location
  • Select Cancel, then Exit report generator to return to Sage
  • Close Sage report window - but you can leave Sage running if you like
  • Open My Computer (or right click Start button and select Explore)
  • Navigate to the location of your layout files
  • The new layout file can be dragged from the attachment straight into your layout folder.
  • When you next select the Print button from your invoice list, the new invoice layout should appear on the list

Still stuck?

Using TeamViewer secure remote support I can help you move, rename or re-organise your Sage report and layout files. I can do this for stand alone and network installations. A common problem on many systems is that each machine displays a different set of reports and layouts - this can be corrected if you need centralised reporting.

Fast, secure and reliable support from Business Support Solutions, call or email to arrange your appointment.

Sage custom reports and layouts

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