• 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 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?