Hi Brenda B. ,

Thanks for reaching out. While Sage 50 Canada software allows for the customization of forms including invoices directly within the software using the form customizer tool, these templates are in the .sfm format, which may not be directly useful outside of Sage 50 software.

For customizing within Sage 50, you can follow these steps:

1. Start with a Template: Go to Setup, then Reports & Forms, choose the form type you wish to modify, and select Customize Form. From there, you can select a base template to start with.
2. Modify Layout: Use the Sage 50 Forms Designer to modify the layout, add text, data fields, images, or your company logo to the invoice. Text fields allow for single lines of text, so for multiple lines, you'd need to repeat the process for each line. To add your company logo, you can select the image icon and then choose Use company logo from the Image Properties window.
3. Save Your Custom Form: When saving your customized form, do not save it in the default forms location as this location will be overwritten with product updates. Instead, save it to another location like My Documents with a new file name to avoid the error "The file path*.sfm is a Sage 50 Form template file. You cannot overwrite a Sage 50 Form template."

Please note, if your client is looking for invoice templates to use outside of Sage 50, they might need to consider third-party solutions or services that offer customizable invoice templates compatible with their specific needs. Sage 50 templates are specifically designed to work within the Sage 50 Canada software environment. Microsoft Excel offers some invoice templates for free.

For more detailed guidance on customizing forms, please refer to the following resources:

• Customizing Forms and Adding a Company Logo: How to customize forms
• Troubleshooting Save Errors: Error when saving a customized form

If your client needs further assistance with form customization or encounters any issues, I recommend contacting Sage Support or considering Sage Expert Services for personalized assistance.

If this helps please mark it as verified :)

Warm Regards,
Erzsi

Thank you Erzsi, 

sometimes there is just to much information out there. the info you provided will be of great help.

Brenda