Sage Intacct - DOCUMENT DESIGN

Help Me

Sage Intacct empowers users to create branded PDFs for invoices, purchase orders, sales orders, and statements using Printed Document Templates. Built in Microsoft Word, these templates utilise dynamic merge fields to seamlessly pull data from your Sage Intacct database.

I will help you harness the full potential of this functionality to produce professional branded.

Here's why that matters...

A well-designed document is a powerful extension of your organisation that establishes instant credibility, maintains visual consistency across all touchpoints, and acts as a continuous marketing tool. High-quality physical items reflect meticulous attention to detail, assuring clients that you are a reputable and established business.

Sage Intacct Help Files contain a lot of information to get you started on creating and modifying document designs, but sometimes you need to push a little further to get the most out of the system. For this, you need a good understanding of working with Microsoft Word, Quick Parts, and Merge Fields.

By grasping concepts like Merge Fields, Soft Close, IFs, Nested IFs, and Merge formats, you’ll elevate your layout to dazzling new heights!

Working with Nested IFs

Everyone in finance understands that adding your bank details to your invoice is essential for receiving prompt payment from your customers. But what happens when you have different bank accounts for different customer types?