Adding a 'How to pay' section to invoices

https://help.myob.com/wiki/x/tgrW

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Online company files, Australia only

Using online payments? Did you know 66% of invoices are either printed or downloaded?

When your customers receive their emailed invoices, the email contains info about how they can pay – including a pay now button. If you've emailed the invoice directly from AccountRight (not via Microsoft Outlook) these payment details will appear on the last page of the invoice.

But if you want a ‘How to Pay’ section on the invoices you email via Outlook, you'll need to add it. Then it will appear on online invoices and invoice PDFs. This helps remind your customers that they can quickly and conveniently pay you online using VISA, MasterCard, AMEX, BPAY, Apple Pay, Google Pay^TM,, PayPal or PayPal in 4.

Not using online payments? Learn how to add your bank details to invoices.

To add a 'How to Pay' section to your invoices

To add a 'How to Pay' section to your PDF invoices

Download the MasterCard/Visa logo you want to use:
_{Right-click an image above and choose to save it.}
In AccountRight, go to the Setup menu and choose Customise Forms.
Click the Invoices tab and select the invoice form you want to customise.
Click Customise.
Add the logo to the form:
1. Click Picture in the toolbar.
2. Select the logo file you downloaded and click Open.
3. The image is placed at the top left of your form. You need to drag it down to the area where you want to show the image on your form.
Add your payment instructions to the form:
1. Click Text Box in the toolbar.
2. Drag a box beside the image that's large enough to include the payment instructions.
3. Double click the text box and type your payment instructions, for example:
  Visa/MasterCard/AMEX/BPAY/Apple Pay/Google Pay payments: You can pay this invoice online - see your email for the link.
4. You can format the text size, font and colour using the options in the Forms toolbar.
Click the Print Preview tab to check how the new section will look.
When you're done, go to the menu button and choose Save.
Repeat this process for any other invoice forms you use that can be paid online.

This section will always appear on the invoice when you choose to use one of these modified invoice forms. If you don't allow online payments for a particular invoice, you will need to email/print that sale using a different form.

Related topics

Online invoice payments

Adding direct deposit bank details to invoices

Personalising invoices

Add pictures and shapes to forms

Add text and fields to forms