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Online company files, Australia only

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

So why not add 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 to your invoices to 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 their credit cardsVISA, MasterCard, AMEX, BPAY, Apple Pay, Google PayTM,, PayPal or PayPal in 4.

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

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

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

  1. Download the MasterCard/Visa logo you want to use:

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    Image Added

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    Right-click an image above and choose to save it.
  2. In AccountRight, go to the Setup menu and choose Customise Forms.
  3. Click the Invoices tab and select the invoice form you want to customise.
    Select the form you want to customiseImage RemovedSelect the form you want to customiseImage Added
  4. Click Customise.
  5. Add the Visa/MasterCard logo to the form:

    1. Click Picture in the toolbar.
    2. Select the MasterCard/Visa logo file you downloaded and click Open.
      Find and select the logoImage RemovedImage Added
    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.
      Drag the logo to the correct position on the formImage RemovedImage Added

  6. Add your payment instructions to the form:

    1. Click Text Box in the toolbar.
      Click the Text Box option in the toolbarImage RemovedClick the Text Box option in the toolbarImage Added
    2. Drag a box beside the MasterCard/Visa image that's large enough to include the payment instructions.
      Drag the cursor to create a text box large enough for your payment instructionsImage RemovedImage Added
    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.
      Type your payment message in the text box.Image RemovedImage Added
    4. You can format the text size, font and colour using the options in the Forms toolbar.
  7. Click the Print Preview tab to check how the new section will look.
    The print preview shows you how it will look when printed or saved as PDFImage RemovedImage Added
  8. When you're done, go to the menu button and choose Save.
    Save your changesImage RemovedSave your changesImage Added
  9. Repeat this process for any other invoice forms you use that can be paid online.
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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.

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titleRelated topics
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Online invoice paymentsPersonalising forms

Adding direct deposit bank details to invoices

Personalising invoices

Add pictures and shapes to forms

Add text and fields to forms

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