<iframe width="560" height="315" 
src="https://www.youtube.com/embed/zNFgTyBGq3k?rel=0" frameborder="0" 
allowfullscreen></iframe>

To customise an invoice

1. Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
2. Click the Invoices tab on the left.

3. Click the type of invoice form you want to customise (Service, Item, Professional, etc.). The forms for that invoice type will be listed.
   Image Added

   UI Text Box
   size medium type note
   Choose the correct form Make sure you're customising the correct invoice form for your needs. For example, if you use the Service layout when entering an invoice, customise a Service invoice form. Also, choose a tax inclusive or tax exclusive form to reflect how you charge customers GST.

4. Select the form you want to customise then click Customise. The form opens, ready to be modified.
   Image Added

5. Customise the form to suit your needs.

   UI Text Box
   size medium type tip
   Set up the page first We recommend setting your page margins, orientation and page size first (show me how). Otherwise, changing this later can throw out any other customisations you may have made.

   
   Here's some guidance on what you can do:

   If you want to...	Do this...
   set page margins, orientation and page size	Click the Print Preview tab. Set the page margins, orientation and page size. To learn more, see Set the form size and background.
   add a picture (business logo, letterhead, etc.)	In the Customise tab, click Picture. Locate and select the picture file and click Open. Move, resize or rotate the image as required. To learn more about working with images, see Add pictures and shapes to forms.
   add or edit text fields	In the Customise tab, click Text Box. Click and drag the mouse cursor to draw a box where you want the text field to appear. Double-click in the text box and type the text you want to appear. You can move or resize the text box as required. To learn more about working with text fields, see Add text and fields to forms.
   add data fields	In the Customise tab, click Fields. Select the fields you want to appear by clicking in the column next to them. For a description of each data field, see Fields and columns you can add to forms. For some fields you need to select where you want the field to appear when a form has multiple pages. You can choose to show the field on every page, or just at the start (first page) or end (last page). When you've finished making your selections, click OK. The selected data fields appear on the form. Move the field to the required position by clicking and dragging it, or entering placement coordinates in the Customise tab.  To learn more about working with data fields, see Add text and fields to forms.
   add or edit a table	In the Customise tab, click Insert Table and choose the type of table you want to use from the list. Click the table box, and then drag the red cross to move the table into position. Click Table Layout and choose Show/HideColumns. Select a column you want to add to the table in the Available columns list and then click Show. Repeat this for other columns you want to add. Click OK. The columns appear in your table. To learn more about working with tables, see Add tables to forms.
   edit the page background	If you want to change the page colour, click Page Colour and select the required background colour. If you want to add a watermark (transparent image or text), click Watermark and choose one of the predefined watermarks, or select Custom Watermark. If you're adding a custom watermark, choose a picture or enter the watermark text and select the required formatting options. Click OK. To learn more, see Set the form size and background.
   move, arrange, align, cut, copy, delete or paste form elements	See Editing form elements.

6. To preview your form, click the Print Preview tab.

7. When you've finished customising your form, click the Save Image Added button (top-left corner). The Save Form As window appears:
8. Enter a name and a description for the form.
9. Click Save then click OK to the confirmation message.

10. To close the form, go to the File menu Image Added and choose Exit. If prompted to save again, click No.
    The Customise Forms window reappears. Your customised invoice will be listed.

    Image Added

To add direct deposit banking details to your invoice

Direct deposit is a popular payment option which lets your customers pay directly into your bank account. In Australia, the New Payments Platform is making this even easier.

Here's how to add banking details to your invoice form.

1. Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
2. Click the Invoices tab on the left.
3. Select the form you want to use then click Customise. The form opens, ready to be modified.
   Image Added
4. Click Text Box in the toolbar.
   
   Image Added
5. In the applicable place on your form, drag a box that's large enough to include your payment instructions.
   
   Image Added

6. Double click the text box and type your payment instructions, for example:
   For Direct Deposit:
   BSB: 013000
   Account: 12345678
   Payment Reference: Invoice number or customer name
   
   Image Added

   UI Text Box
   size medium type tip
   Using bank feeds? To help make it easy to identify customer payments coming through in your bank feeds, encourage your clients to include additional details in the payment, such as their name and invoice number.

7. You can resize the text box, or format the text size, font and colour using the options in the Customise tab.
8. Click the Print Preview tab to check how the new section will look.
   
   Image Added
9. When you're done, click the Save   Image Added button (top-left corner).
10. If prompted, enter a name for this customised form then click Save then click OK to the confirmation message.

11. To close the form, go to the File menu Image Added and choose Exit. If prompted to save again, click No.

12. Repeat this process for any other invoice forms you want to add your payment details to.

To add payment terms to your invoice

The credit terms that appear on the top of a sale transaction in AccountRight can easily be added to your customised invoice.

Image Added

Here's how to do it:

1. Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
2. Click the Invoices tab on the left.
3. Select the form you want to use then click Customise. The form opens, ready to be modified.
4. Click Fields. The Insert Fields window appears.

5. On the Data Fields tab, select the Terms field and choose a display option (appear on every page, appear at start of form or appear at end of form).
   
   Image Added

   UI Text Box
   size medium type tip
   For a description of each data field you can add, see Fields and columns you can add to forms.

6. Click OK. The Terms data field appears on the form.
7. Move the data field to the required position by clicking and dragging it.
8. (Optional) Add a text field which states "Terms:" (or similar) next to the Terms data field.
   
   Image Added
9. Click Print Preview to view your handy work.
   
   Image Added

To use your customised invoice when printing or emailing

You've made the effort to personalise an invoice, so here's how to use it when printing or emailing.

To set a customer's default invoice form

If you have different invoice forms for different customers, you can set the default form to use in the customer's card. To set the default form to use for all customers, see Set the default forms to use when emailing or printing.

To set a customer's default form

1. Go to the Card File command centre and click Cards List.
2. Click the Customer tab.
3. Click the zoom arrow to open the customer's card.
4. Click the Selling Details tab.
5. In the Printed Form field, select the customised invoice for this customer.
   Image Added
   If you can't see your customised form, make sure the applicable Sale Layout is selected.
6. Click OK.

<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>

If you're using multi-currency in AccountRight Premier, you'll want to show the currency code on your invoices.

To do this, add the [Currency Code] data field and a text field to show "Amounts in" (or similar). Learn more about adding text and fields to forms.

Here's our example:

Image Added

<div style="display:none;" data-swiftype-name="keywords" data-swiftype-type="enum">invoice setup</div>