Assign a printed document template to print customized documents

To use your templates for printing documents, assign the printed document templates to invoices, statements, transaction definitions, or customers.

Notes about assignment hierarchy:

  • Printed document templates assigned to transactions at the entity level override assignments at the top level in multi-entity companies.
  • Printed document templates assigned to specific customers override all other document template assignments.
  • If no document template is assigned to a transaction, Sage Intacct uses a system-generated template at print time.
We recommend assigning document templates to your transactions in your AR configuration and transaction definitions. This approach gives you the clearest understanding into what document templates that your transactions are using at print time.

AR sales invoices and statements

You assign printed document templates to AR sales invoices and statements on the Configure Accounts Receivable page.

Subscription

Customization Services or

Platform Services

Accounts Receivable

Regional availability

All regions
User type Business with Admin privileges
Permissions Printed Document Templates: List, View
Configuration Microsoft® Word

Before you begin, make sure that you followed the steps in Upload a printed document template to Sage Intacct.

  1. Go to Accounts Receivable> Setup > Configuration.
  2. Find the Formatting section, then the Printed document templates section.
  3. From the Invoice or Statement dropdown list, select the applicable printed document template.

  4. Select Save.

  1. Go to Accounts Receivable > Setup > Configuration.
  2. Scroll to the Formatting section then under the Printed document templates section, select the applicable printed document template from the Invoice or Statement dropdown list.
  3. Select Save.

Transaction definitions

You can assign a printed document template to one or more transaction definitions in Order Entry, Purchasing, or Inventory Control.

Notes about assignment:

  • Templates assigned to transactions override the default-printed document template record.
  • The Template type of the template must match the Template type of the transaction definition to which it is assigned.
  • If you enabled advanced workflows in your company, you can assign the printed document template to different entities within the transaction definition from the top-level. See the Order Entry, Purchasing, or Inventory Control Entity settings tab in the transaction definition for more information.
Subscription
  • Customization Services or Platform Services
  • Order Entry, Purchasing, or Inventory Control
User type Business
Permissions
  • Printed document templates: List, View
  • Transaction definitions: List, View, Edit
Additional Microsoft® Word
  1. Go to Order Entry, Purchasing or Inventory Control > Setup > Transaction definitions.
  2. Find the transaction definition that corresponds to your document template.

  3. Select Edit at the end of the row.

  4. Find the Print section and select your document template in the Printed document template dropdown list.
    If you do not see your template listed, check if the printed document template record's Template type and the transaction definition record match.

  5. Select Save.

  1. Go to Order Entry, Purchasing or Inventory Control > Setup > Transaction definitions.
  2. Select Edit next to the transaction definition that corresponds to your document template.
  3. Scroll to the Print section and use the Printed document template dropdown list to select your document template.
    If you do not see your template listed, check if the printed document template record's Template type and the transaction definition record match.
  4. Select Save.

Customers

You can assign printed document templates to specific customers for AR sales invoices in Accounts Receivable and transaction definitions in Order Entry.

Printed document templates assigned to customers override the default and the assigned transaction definition templates whenever the applicable transaction type is printed for the customer.

Subscription
  • Customization Services or Platform Services
  • Accounts Receivable or Order Entry
User type Business
Permissions
  • Printed Document Templates: List, View
  • Customers: List, View, Edit
Additional Microsoft® Word
  1. Go to Accounts Receivable or Order Entry > Customers.
  2. Find the customer that you want to assign a printed document template to.
  3. Select Edit at the end of the row.
  4. Go to the Additional information tab.
  5. Find the Printed document templates section, then select the printed document template you want from the applicable dropdown list.
    Each dropdown list only displays templates related to the corresponding transaction type.

  6. Select Save.

  1. Go to Accounts Receivable or Order Entry >Customers.
  2. Select Edit beside the customer.
  3. Go to the Additional information tab.
  4. Scroll down to the Printed document templates section, then select the printed document template you want from the applicable dropdown list.
    Each dropdown list only displays templates related to the corresponding transaction type.
  5. Select Save.

Next step: Test a printed document template