Maintain
Sales/Invoicing Templates
You can set up different formats, known as templates, for entering and reviewing data in the various task windows. When you select the Layout toolbar button and then select Customize Invoice Layout in the Sales/Invoicing window, Sage 50 displays the Maintain Sales/Invoicing Templates window, where you can create your own template or modify an existing one. Templates are designed by choosing to add or remove data entry fields. You can also associate a form with the template and choose to remove or add fields from the form as well.
You can also make other changes to the form, such as adding a logo or changing the font used on the form. Learn more about designing forms.
Predefined templates cannot be edited or deleted. To customize a template, you must first create a new one or edit an existing customized template. Sage 50 provides the Professional sales invoice template, which you are free to edit or delete.
To read more about templates, including a discussion of why they're useful, click the link below.
To create a template, enter a template name and description that describes the template format. Make any necessary changes to the template and click the Save button.
A quick way of creating a new template is to copy an existing template that incorporates features you'd like to see in the new template.
- To select a form that will be used whenever you use one of your customized layouts, follow these steps.
- Create the customized form using Forms Design.
- Create or open your customized layout.
- Select the form you want in the When using this template, invoices will be printed on this form field.
- Click Save and Close.
You can easily change the features of a task window template once created. If you no longer need an existing template, you can easily delete it as well.