Transactions & Reporting > Sales (Money In) > Customer Settings > Set Up Form Options for Customer Statements

Set Up Form Options for Customer Statements

Related topics

Change the default settings used to print or email statements

Select the default form for emailing statements

Create a custom statement based on a Sage 50 Form

You can choose a Sage 50 Form or a pre-printed form to be your default template when you print a customer statement.

To select:

ClosedA standard Sage 50 Form
  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Statements.
  3. Under the Printer Form Settings section, click Custom Forms.
  4. In the Description box, select Statements.
  5. Click OK.
ClosedA Sage 50 Form you've created or modified
  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Statements.
  3. Under the Printer Form Settings section, click Custom Forms.
  4. In the Description box, select User-defined Statement.
  5. Click Browse.
  6. In the Select Sage 50 Form window, select the file you have saved, and click Open.
  7. Click OK.
ClosedA pre-printed form
  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Statements.
  3. Under the Printer Form Settings section, click Pre-Printed.
  4. From the list In the Form Type box, select a pre-printed form template.
  5. Click OK.

Published: June 27, 2019
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