Forms Design

In Sage 50 a form is a document you exchange with customers, vendors, or employees (a check, invoice, statement, and so on). Usually, these documents are printed on preprinted forms, but you can design a form and print it on blank paper.

Standard and Customized Forms

These are predefined forms, those that are included with Sage 50. Standard forms include checks, tax forms, invoices, statements, mailing labels, quotes, and collection letters. You can edit the fonts used in the form and save the form (using a different name) as a custom form; you cannot change the standard form. This prevents you from losing a necessary form accidentally. If you delete a standard form, you can reinstall Sage 50 and select the Repair option.

Customized Form icon This is a customized form. Generally speaking, these are standard forms you have modified.

Why customize forms?

In some cases you may want to modify a standard form to match the needs of your business. For example, you may want to remove certain fields that are not needed, change the font of text printed, add a company logo, or match the form's design with preprinted forms you purchased.

Sage 50 includes a Forms Design editor that allows you to make these modifications. Using Forms Design, you build the image of a form on the screen, using different types of objects. Objects can be data fields, text, commands, lines, rectangles, bitmap graphics, or any object from an application that supports OLE 2.