• Form is set to different default order
• Pre-printed has been selected
• At this time there are some fields like: $/hr that you are unable to remove as they are hard-coded into the system.
• Customized invoice

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

• Certain options such as resizing columns are only accessible using the sysadmin user. To customize and access all options in the Form Designer, login to Sage 50 with sysadmin username
• If the methods below seem tedious, a form customization service using the methods below is available at an extra charge outside your normal support service plan. Contact advanced tier support for more details

Step I: Changing the form settings to use a custom form

• Select Setup, Reports & Forms, then select the type of form you want to modify
• Select the Custom Form radio button
• Set the Form Type to Sage 50 Form
• One of the default forms will appear in the Description below. Since you want to customize it, change it to User-defined form instead
• Select the Customize Form button
• Select the Form Type you want to use as your base template
• Select Create new form from template (The other option is only used when returning to make further changes to an existing custom form)
• Select OK to open the Sage 50 Forms Designer

Step II: Customizing a form in the Sage 50 Forms Designer

• To add text, select the ABC icon located in the upper left of the window. The cursor becomes a rectangle
• Click the area of the form where you want to place the text. The Field Properties window will appear
• 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 will need to go through the same step multiple times
• To add an image, select the image icon and place the box where you need the image
• From the Image Properties window that appears, you can configure how the image should be displayed.
• Another option in Image Properties is Use company logo
• Select this option if you want to use the company logo that you've linked in the Company settings
• Select Setup, Settings, Company, then Information, then add/update the logo here. This way you need only change the logo in one place
   NOTE: The image isn't really added to the modified SFM form file. It's just a pointing to the location where the file exists. So, if the image file is renamed, moved, or deleted, the image (logo) won't print anymore.
• Select the data icon (above the ABC 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
• Select the Data Field drop-down list box to select the item you want to link

   NOTE: Data fields are filled with Xs as placeholders. The real data is populated when the form is printed.

• You can resize any element by clicking and dragging its edges
• You can remove any unwanted elements by right-clicking it, then select Remove. Alternatively, left-click on the unwanted element and then press the Delete button on your keyboard
• Select View, then Page Setup to change margins or paper size. If reducing the paper size, be sure to resize or move any fields and columns up to stay within the new page size
• Select View, then Envelope Options to change or remove the envelope windows

   

   

   

  Tips:

• To resize the width of any columns, the column table must be unselected. Click any blank area of the form to deselect the columns (or anything else for that matter), and then your cursor should properly change to the double-arrow when hovering the column lines. Click and hold the column line and drag left or right (as desired)
• Sage 50 forms are designed to accommodate multiple pages, and some fields only exist on the final page. If your invoice is only a single page when printed, it will be considered the final page. Select the Final Page option to the right of the form designer if you want to edit or remove fields like Shipped By or Sold By, for example

Step III: Save your new customized form

To save your customized form

1. Select OK
2. Select YES to save changes made to current form
3. Browse to a location that is not the default forms location (C:\Program Files\.....\) as you will lose your customized form in the next Sage 50 update/upgrade that you install.

     NOTE: If you are on a network, please remember that the location of your customized form should be accessible to others as well.

4. In the filename, enter a filename that best describe the customized form.
5. Select OK to close the Sage 50 Forms Designer.
6. Select OK to close the Reports & Forms window.
7. Open an invoice, then select Print Preview icon, or go ahead and print it if you need to test the alignment with your paper forms to see the changes.

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