Generate a Custom PDF Template for Sales Invoices

To generate a custom PDF template for invoices in Sage Intacct, first select your custom template or add a new template. After selecting your template, set the template for Sales Invoice. Refer to the procedures below to complete this process.

View or Add a Custom Template

1. 1. Go to Platform Services > Smart Event.
   2. In the Printed Document Templates page, you can view the existing templates available for Order Entry. Note the name of the template to be used for the sales invoice PDF.
   3. Optionally, to add a new template, click Add and enter the template details in the Printed Document Template Information page.
   4. Click Save.
      
      
      

Set Your Custom Template for Order Entry - Sales Invoice

1. Go to Order Entry > Setup > Configuration.
2. In the Configure Order Entry page, click Documents Configuration.
3. in the Label column of the Documents section, click Sales Invoice.
   
   
   
   
4. In the Transaction Definition: Sales Invoice window, click Edit.
   
   
   
   
5. In the Printed document template pulldown menu in the Print section, select your sales order template and click Save.
   
   
   
   
6. In the Configure Order Entry page, click Save.

Example of a Custom PDF Sales Invoice