• Making a custom form the default form?

    Hello, New to Sage... Probably the answer is very simple but I simply can't figure it out: How do I make a custom form (such as estimate or invoice) the default form? I am unable to save the customized form in the default folder (it says I do not have…
  • Add subtotal and total tax to bottom of invoice

    I have already figured out how to add the subtotal as a separate line item, but is there a way to get the subtotal and total tax to appear at the bottom of a custom invoice? Somewhere just above the total instead of as a line item. I don't like how…
  • Add a searchable field to the invoice form?

    We have customers that use Purchase Orders. I see the DO/Quote No. field, and I have added it to print on our invoice form, but it is not searchable as is. Is there a way to add a searchable field in the invoice form?
  • Crystal Reports for custom invoice

    FormerMember
    FormerMember
    Does anyone have any experience with creating a custom invoice, perhaps using Crystal Reports? The native forms designer does not seem to allow the addition of additional columns on the invoice to separate by transaction type (i.e. labor, items, equipment…
  • User defined cheques

    Hello, I've created a custom form (cheques). I've gone into reports and forms and changed to "user defined" and attached my custom form file and clicked "ok". It doesn't seem to take. When I go back into reports and forms it has changed back to default…