Personalising forms

https://help.myob.com/wiki/x/y6wHAQ

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Not using AccountRight 2017? See the help for MYOB AccountRight v19 (AU | NZ) or MYOB AccountEdge (AU | NZ).

You can change the design and content of most forms in AccountRight. Forms include your invoices, purchase orders and payslips. You can change the form size, add text labels, draw lines and boxes, insert graphics and your logo, move fields, and more. Then you can save your customised stationery so that you can select it when you send a form.

Examples of what you can do:

Add a 'How to pay' section to invoices and include payment instructions such as your bank account details
Add your logo and use your business colour palette on invoices and payslips
Remove unused columns and tables to make it easier for your customers to find important information
Increase font size or bold important information such as payment terms and due date.

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.

The following describes the tasks involved in customising a form:

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