NOTE: Sage Expert Services offers a form customization service at an extra charge.

Change the form settings to use a custom form

1. Log in to Sage 50 as sysadmin.
2. Go to Setup, Reports & Forms.
3. Select the type of form you want to modify.
4. Select Custom Forms radio button.
5. Set the Form Type to Sage 50 Form.
6. In the Description, select the User-defined form.
7. Your custom form displays in the Form: field.  
    NOTE: Click Browse to select a different custom form. 
8. Select the Customize Form button.
9. If you don't have a custom form, select Create new form from template radio button, and OK.

Customize a form in the Sage 50 Forms Designer

1. To add text, select the ABC icon located in the upper left of the window.  
   • The cursor becomes a rectangle
2. Click the area of the form where you want to place the text.
   • The Field Properties window will appear
3. Type the desired text in the Text Field box, then select OK.
   • The text field only allows for one line of text at a time
   • For multiple lines, you’ll need to go through the same step multiple times
4. Select the Data Field icon to link to a field used in the invoice journal, customer record, or company settings.
   • The Field Properties window appears after placing the box on the form
5. Select the Data Field drop-down list box to select the item you want to link.
   • Xs will fill the data fields with placeholders
   • The real data populates when the form is printed
6. To add an image, select the Add an image icon:
7. To resize elements, you can click and drag its edges.
8. If you want to remove any unwanted element, right-click it, and select Remove.
9. Select View, then Page Setup to change margins or paper size.
10. When reducing paper size, resize or move fields and columns to fit.
11. Select View, then Envelope Options to change or remove the envelope windows.

Add a company logo or image

1. In Sage 50 go to Setup, Reports and Forms.
2. Find the document you want to customize.
3. Change Description to User-Defined.
4. Your custom form displays in the Form: field.  
    NOTE: Click Browse to select a different custom form. 
5. Click Customize form.
6. Select the Image icon.
7. Click the image icon to add the company logo.
   • Select Use company logo to use the logo in Setup, Settings, Company Logo
   • Choose Insert from File, then select the Browse button to select your new image
   • You can now position the logo on your form by moving boxes or resizing your image

 NOTE: You can find learning videos, containing step-by-step instructions, related to this solution in our Essentials learning library. Visit Sage University to get more information about this library, including content and pricing.

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