Payment details

Your accepted payment options are shown in the footer of your invoices, quotes and statements - find out how to set these up.

If you're accessing an AccountRight company file in a web browser, you can use your existing AccountRight desktop templates when emailing or printing transactions. If you need to edit these templates you can do that in your AccountRight software.

To create a new template

1. Click your business name and choose Sales settings.
2. Click the Templates tab.
3. Click Create Template. A PDF preview of the template is shown so you can see the effect of your changes using the settings on the left.
4. Under Template options, enter a Name for the template.
5. If you'd like to use this template for all your sales documents, select the option Set as default template. You can choose a different template when you print or email an invoice, quote or statement.

6. Set up the Header style.

   Setting	What it does
   Feature colour	Sets the colour of the line separating the upper and lower parts of the template.
   Header text colour	Sets the colour of your business name.
   PDF style	Logo and business details—allows you to upload a business logo and choose the business details you want to appear in the header. Full width header image—allows you to upload a branded header image that spans the full width of your invoices and quotes. Make sure your business details (including your ABN or GST/IRD number) are included within the image or they won't show up on your invoices and quotes. A full width header image also allows you to display other business-specific information which you can't otherwise record in MYOB.
   Position customer address for windowed envelope	Ensures the customer's details are positioned so they will display in standard windowed envelopes.

7. Set up the Header information.

   Setting	What it does
   Logo/Image	Depending on your selection in PDF style in the Header style settings above, this button allows you to upload a logo or header image.
   Business details placement	Aligns your business details to the left or right.
   Your business details	Selected business details will display on your invoice and quotes. These details are based on what you've entered in the Business details page.

   Here's our example:
   

8. When you're happy with your template, click Save.

To edit or delete a template

1. Click your business name and choose Sales settings.
2. Click the Templates tab.
3. Click the ellipsis button for the template and choose either Edit template or Delete.

4. Complete the process.

   If you're...	do this...
   editing a template	Make your changes - see To create a new template above for details of each setting. Click Save.
   deleting the template	Click Delete to the confirmation message

To set a default template

1. Click your business name and choose Sales settings.
2. Click the Templates tab.
3. Click to open the template you want to set as the default.
4. Under Template options, select the option Set as default template.
5. Click Save. This template will now be selected by default when you print or email invoices and quotes, but you can choose a different template if you like.