Open the Sage 50 Forms Designer
To open the Sage 50 Forms Designer from the Reports and Forms Options window:
For invoices
- In the Home window on the Setup menu, choose Reports and Forms.
- Click the form you want to customize from the left side of the window.
- Select a form style from the Show form setting for list. (Sage 50 Premium Accounting)
- In the Printer Form Settings area, the Form Type box defaults to Sage 50 Form.
- In the Description menu, select the User-defined option.
- Click Customize Form to open the Select Sage 50 Form window.
- In the Select Sage 50 Form window, select one of the
following options:
- Create new form from template.Sage 50 Accounting will create a new form from a default template.
- Customize existing user-defined form. If you are customizing an existing form (one that you had designed and saved), enter the location and name of the form file, or click Browse to open the file directory.
- Click OK to open the Sage 50 Forms Designer.
For all other transactions, except cheques
- In the Home window on the Setup menu, choose Reports and Forms.
- Click the form you want to customize from the left side of the window.
- In the Printer Form Settings area, select a user-defined Sage 50 Form. The Form Type box defaults to Sage 50 Form:
- In the Description box, select the User-defined option.
- Click Customize Form to open the Select Sage 50 Form window.
- In the Select Sage 50 Form window, select one of the
following options:
- Create new form from template.Sage 50 Accounting will create a new form from a default template.
- Customize existing user-defined form. If you are customizing an existing form (one that you had designed and saved), enter the location and name
of the form file, or click Browse to open the file directory.
- Click OK
to open the Sage 50 Forms Designer.