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Known issue AccountRight 2019.2
Some clients using AccountRight 2019.2 can't see their customised forms, save changes to their forms, or the wrong form is being used when emailing or printing.
This issue has been fixed in AccountRight 2019.2.1. See Getting the latest version for update instructions.
AccountRight uses forms to display your printed and emailed business documents, like invoices, purchase orders and payslips. Forms are like templates, and you can personalise them to suit your business needs.
AccountRight has some great design tools to help bring your business documents to life.
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 it won't all fit 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: