You can change the design and content of most forms in AccountRight. Forms include your invoices, purchase orders and payslips. You can change the form size, add text labels, draw lines and boxes, insert graphics and your logo, move fields, and more. Then you can save your customised stationery so that you can select it when you send a form.
Examples of what you can do:
- Add a 'How to pay' section to invoices and include payment instructions such as your bank account details
- Add your logo and use your business colour palette on invoices and payslips
- Remove unused columns and tables to make it easier for your customers to find important information
- Increase font size or bold important information such as payment terms and due date.
Importing and migrating forms
If you have customised forms in an older AccountRight version (v19 or earlier) you can migrate these forms into AccountRight.
If you have customised forms in another AccountRight company file, you can import these forms.
Take a tour:
Now it's your turn
Here are the tasks involved in customising a form. Start at the top, or pick a task for a closer look.
|Opening a form you want to design|
|Setting form properties|
|Add pictures and shapes, text and tables|
|Saving personalised forms|
|Setting the default form to print and email|
|Sharing forms with other company files|
|Deleting a personalised form|
Looking for something more specific? Try these topics: