Custom PDF Template

 

If you need accounting documentation laid out differently to the standard Sage Financials invoice or statement format, Alpha Index is offering a service to partners and end-users to provide an all-in-one solution.

Statements

  • Delivery Notes
  • Order forms
  • Invoices

The templates can be integrated with Sage Financials or used with out enhanced batch processing

  • Batch PDF
  • Batch Emailing
  • Single email

The PDF can be saved as a document that can be attached to emails using the Salesforce Email Action, right inside Sage Financials.

 

By Alpha Index

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