Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 74 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

AccountRight comes with default invoice forms which you can customise to change the look and feel and modify what's displayed.

 

 

You can use one invoice form for all your sales or have separate forms for invoices, quotes and orders. You can also create different versions of an invoice form depending on what you're selling or who you're selling to.

OK, let's step you through it.

 

To customise an invoice

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. Select the form you want to customise then click Customise. The form opens, ready to be modified.
    (click to enlarge)
  4. Customise the form to suit your needs. Here's some guidance:

    If you want toSee this topic
    add a business logoAdd pictures and shapes to forms
    add text or fieldsAdd text and fields to forms
    modify table columnsAdd tables to forms
    change the form size or backgroundSet the form size and background
    modify the text, fields and imagesEditing form elements
  5. To preview your form, click the Print Preview tab.

  6. When you've finished customising your form, go to the File menu and click Save As. The Save Form As window appears:
  7. Enter a name and a description for the form.
  8. Click Save then click OK to the confirmation message.
  9. To close the form, go to the File menu and choose Exit. If prompted to save again, click No.
    The Form window reappears. Your customised invoice will be listed.

  10. (click to enlarge)

To use your customised invoice

When you print or email an invoice, you can choose which form to use.

If you areDo this
printing an invoice when you record it
  1. Click Print then choose Select Another Form .
  2. Select your customised invoice.

  3. Click Print.
emailing an invoice when you record it
  1. Click Send To and choose Email.
  2. In the Selected Form field, select your customised invoice.
    (click to enlarge)
  3. Click Send.
printing or emailing an invoice after you record it

Select the form you want to use via the Advanced Filters on the Print/Email Invoices window.
(click to enlarge)

For all the details, see Set the default forms to use when emailing or printing.

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.

    If you can't see your customised form, make sure the applicable Sale Layout is selected.
  6. Click OK.
super