A 'form' is what AccountRight uses to display your printed and emailed business documents, like invoices, purchase orders and payslips. They're like templates, and you can personalise them to suit your business needs.
Here's a few things 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 information to make it easier to see what's important
- 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
There's so much you can do with your forms we couldn't put it all in one help topic. Pick a task below for a closer look.
|Opening a form you want to design|
|Set the form size and background|
|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: