How to customize forms to modify text, data, images, or add a company logo

CAUTION: Sage Customer Support cannot assist with issues related to third-party products or enhancements, hardware, report customizations, state or federal tax-related questions, or specific accounting questions. Refer to our Scope of Support document for details. For assistance, contact your Sage business partner, network administrator, or accountant. 

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

Step 1: 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 the Custom Form radio button.
5. Set the Form Type to Sage 50 Form.
6. In the Description, select the User-defined form.
7. Select the Customize Form button.

Step 2: 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. To add an image, select the image icon and place the box in the same fashion.
5. From the Image Properties window that appears, you can configure how the image will be displayed.
6. To use the company logo that you’ve linked in the Company settings, in Image Properties select Use company logo.
   • Or go to Setup, Settings, Company, Information, then add/update the logo here
   • If the image file is renamed, moved, or deleted, the image (logo) won't print anymore
7. Select the data 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
8. Select the Data Field drop-down list box to select the item you want to link.
   • Data fields will be filled with Xs as placeholders
   • The real data populates when the form is printed
9. To resize elements, you can click and drag its edges.
10. If you want to remove any unwanted element, right-click it, and select Remove.
11. Select View, then Page Setup to change margins or paper size.
12. If you're reducing the paper size, resize or move fields and columns up to stay within the new page size.
13. Select View, then Envelope Options to change or remove the envelope windows.

Step-by-step instructions to add a company logo:

1. Open the Start menu.
2. Click All Programs.
3. Locate the Sage folder \ Sage 50 (your edition) and Right-click open Sage 50 As administrator.
4. In Sage 50 go to Setup, Reports and Forms.
5. Find the document you want to customize.
6. Change Description to User-Defined.
7. Choose Customize form.
8. Click the image icon to add the company logo.
   • Select Use company logo to use the logo in Setup, Settings, Company Logo
   • To add a new image, select 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

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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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