Get started

In AccountRight, you can find all the business documents you need, which you can easily personalise for your business. These include quotes, invoices, statements, pay slips (Plus and Premier, Australia only), mailing labels and so on.  

It’s important to check your business details are correct, as this information appears automatically on the business docs you send from AccountRight.


 

Personalise your forms

A good place to start is to personalise your invoices. Don’t leave your cash flow to chance, give our vanilla templates a makeover.

Display the form you want to personalise, and set the properties, like the page margins, orientation and page size.

Use the design tools to easily make the changes you need:

When you’re done creating your masterpiece, save it, then name it… and it gets added to your list.

Then make it the default template to print and email.


 

Sending forms

You can print, email, or save forms as you enter transactions.

Hot tip… set up your preferences so that you can automatically print, email, or save sales and purchases when you record them. Just select the required option in the Sales or Purchases tab of the Preferences window.

On the other hand, instead of printing each form in the transaction window when you record it, you can select to print or email the forms later, in a batch.

You can also stay in touch with your contacts by emailing invoices, statements, bills and more.


 

Exporting and importing

You can incorporate any customised forms you've created into other company files by exporting and importing them.

Just upgraded from AccountRight Classic (v19 or earlier)? If you have custom forms that you want to continue using, you need to migrate your forms into your upgraded company file.