How to customize forms in Sage 50 Accounting

Sage Simply Accounting includes a feature where you can customize forms that you print on plain paper. This eliminates the need for pre-printed forms. For instance, you can add a graphic image such as your company's logo to checks, format your company's name and address within the invoices to match your letterhead or add the telephone number of your company to your statements so that your customers can call you if they have any questions. Finally, you can also move text and images.

Here are the forms that you can customize

• Payment checks
• Sales quotes, order confirmations, and invoices
• Payroll checks
• Purchase orders
• Receipts
• Packing slips (Premium)
• Customer Statements
• Deposit slips
• Direct deposit stubs
• Time slips (Premium)

So, How to customize forms in Sage 50 Accounting? Let's take a look:

How to customize forms in Sage 50 Accounting

1. Go to the Reports & Forms menu
2. Now select Forms.
3. Next, select the type of form you want to design.
4. After this select the form from the Forms list.
5. Next, Select the Customize option located below the sample form image on the Select a Report or Form window to display the window where you can design forms.
6. Within the Forms Design window, you have multiple options available to modify your forms. 
7. Go to the left of the Forms Design window (by default) and select design tools. These help in selecting and adding various types of form objects.
8. To select an object for customizing, use the Selection tool. 
9. With the help of your mouse pointer, you can drag and drop objects to move them around.
10. You can also right-click your mouse when selecting a form object to display object properties and format options.
11. Click the Options button at the top of the Forms Design window to display format and design options.
    1. Click Select the Display tab to select various display options.
    2. Click Select the Grid/Copies tab to adjust grid options and specify a default number of copies for this form.
12. Once finished selecting the form options, click OK to return to the Forms Design window.
13. After you have finished designing your form, click Save. 
14. Enter a unique name for your form and an (optional) description. Then click OK.
15. Finally, Click Close to return to the Select a Report or Form window.
16. The new form appears in the Forms list of the Select a Report or Form window.

Conclusion

So, there you have it friends, these are some of the aspects, factors, and features regarding How to customize forms in Sage 50 Accounting. Was this article helpful? Do share your feedback with us and we would love to hear from you.

FAQs For How to customize forms in Sage 50 Accounting

Q. How to customize forms in Sage 50?

A. To do so, you need to:

• Click the form you want to customize from the left side of the window.
• Within the Printer Form Settings area, the Form Type box defaults to Sage 50 Form.
• Go to the Description menu, and select the User-defined option.
• Click Customize Form to open the Select Sage 50 Form window.

Q. Is it possible to edit fields in Sage 50?

A. Yes you can do so by:

• Login to Sage
• Now select "Settings" from the top 
• Next, select "Configuration" and click "Yes" to close all other open windows. 
• Within the "Configuration Editor" menu select the "Custom Fields" tab.
• Within this tab, you will find the areas for "Customer Record" and "Supplier Record".

Q. Is it possible to edit forms in Sage 50?

A. Yes you can do so:

• Launch Google Forms.
• Next, Click on the Pencil Icon / directly open to edit.
• Now Make the required Edits.
• After this Adjust the Form Settings.
• Now Customize the Theme and Design.
• Add Images or Videos.
• Preview Your Form. 
• Finally, Save Changes.