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To let customers know that they can pay their invoices online, consider adding a "How to pay" section to your invoice forms.

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titleTo add a 'How to Pay' section to your invoices
  1. Download the MasterCard/Visa logo you want to use:

    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 customise
     
  4. Click Customise.
     
  5. Add the Visa/MasterCard logo you downloaded to the form:

    1. Click Picture in the toolbar.
    2. Select the MasterCard/Visa logo file you downloaded and click Open.

       
       
    3. The image is placed at the top left of your form. Drag You need to drag it down to the area you want to show it on your form.

       

  6. Add your payment instructions to the form:

    1. Click Text Box in the toolbar.

      Image Added

    2. Drag a box beside the ‘MasterCardMasterCard/Visa’ Visa logo that's large enough to include the payment instructions.

       
       
    3. Double click the text box and type your payment instructions, for example:
      Visa/MasterCard payments: To pay using your credit card, view this invoice online and click Pay Now.

       
       
    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.

     

  8. When you're done, go to the menu button and choose Save.

     
     
  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. 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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