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AccountRight uses forms to display your printed and emailed business documents, like invoices, purchase orders and payslips. Forms are like templates, and you can personalise them to suit your business needs.

AccountRight has some great design tools to help bring your business documents to life.

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Here's a few things you can do:

Add your logo and use your business colour palette on invoices and payslips
Remove unused information to make it easier to see what's important
Increase font size or bold important information such as payment terms and due date

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Importing and migrating forms

If you have customised forms in an older AccountRight version (v19 or earlier) you can migrate these forms into AccountRight.

If you have customised forms in another AccountRight company file, you can import these forms.

Take a tour:

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Now it's your turn

There's so much you can do with your forms it won't all fit in one help topic. Pick a task below for a closer look.

Task
Opening a form you want to design
Set the form size and background
Add pictures and shapes, text and tables
Saving personalised forms
Setting the default form to print and email
Sharing forms with other company files
Deleting a personalised form

Looking for something more specific?

Try these topics:

Personalising invoices

Personalising cheques

Personalising pay slips

Personalising statements

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Forms you can print and email

Setting the default form to print and email

Set up your default email messages

Upgrade task - migrating personalised forms

Personalising invoices

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Now it's your turn

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