Open and save your document

1. Click Customers or Suppliers, then click Letters.
2. Select the document you want to change:
   
   

   Address Change	Notify your customers or suppliers of changes to your business address. Includes the recipient's company name, address and contact name from the customer record.
   Gift Aid Declaration Letter	Send this gift aid declaration form to donors to complete where your company is a charity. Once a gift aid declaration has been completed, donations can be treated as gift aid and tax on the donations can be reclaimed.
   Itemised Chase Letters	These layouts list outstanding items on the customer or supplier account. Different wording is available in the Reminder, Warning and Legal versions.
   Payment Reminder	Reminds a customer that a payment is due but does not list transaction details. Different wording is available in the different versions of this layout.
   Security Mail Itemised Chase Letters	Copies of the Itemised Chase Letters that are configured to fit Sage Secure Mailers.
   Transaction emails	Designed to be emailed or posted, advises your customer that you intend to start using Sage Transaction e-Mail to send trading documents via email instead of printing them. This allows your customer to automatically process transactions to their Sage software.

3. Click Edit.
4. On the menu bar click Report, then click Report Properties.
5. Enter a new report name and description, then click OK.
6. On the menu bar click File then click Save As.
7. Enter a new file name, then click Save.

Changes you can make

You can find out about more Report Designer features from our help guides.