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  • Forms you can print and email


 

 

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Business documents in AccountRight are called forms. If you need to print or email a form, you'll find it on the command centre of the associated transaction.

For example sales forms, like statements, invoices and receipts, can be accessed from the Sales command centre.

Your forms are stored in your company file so anyone with access to your file can use them. If you've personalised a form and want to use it in a different company file, you'll need to export it.

 

To find the form you want to print or email

To find the form you want to print or email

  1. Go to the appropriate command centre, for example, Sales for invoice forms.

  2. Find the type of form you want and click the relevant command centre function. See the following table.

    Command CentreType of formFunction
    BankingCheques
    Print Cheques
     Receipts
     
    Remittance Advices
    Sales
    Invoices, quotes and sales orders
     
    Packing slips
    (Not Basics)
     
    Shipping Labels
     Statements
     Receipts
    Purchases
    (Not Basics)
    Purchase orders, bills and quotes
     
    Cheques (payable)
    Print Cheques
     
    Remittance Advices
    Payroll
    (Plus and Premier, Australia only)
    Cheques
    Print Paycheques
     
    Payment summaries
     
    Pay slips
    Card File
    Mailing labels
     
    Personalised letters