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 on other things you can do:

   If you want to	See this topic
   add a business logo	Add pictures and shapes to forms
   add text or fields	Add text and fields to forms
   modify table columns	Add tables to forms
   change the form size or background	Set the form size and background
   modify the text, fields and images	Editing 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 add banking details to an invoice

Direct deposit is a popular payment option which lets your customers pay directly into your bank account. Here's how to add your bank details to your invoice form.

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 use then click Customise. The form opens, ready to be modified.
   (click to enlarge)
   
4. Click Text Box in the toolbar.
   
5. In the applicable place on your form, drag a box that's large enough to include your payment instructions.
   
6. Double click the text box and type your payment instructions, for example:
   For Direct Deposit:
   BSB: 013000
   Account: 12345678
   Payment Reference: Invoice number or customer name
   
7. You can resize the text box, or format the text size, font and colour using the options in the Customise tab.
8. Click the Print Preview tab to check how the new section will look.
   
9. When you're done, go to the menu button and choose Save.
   

10. Repeat this process for any other invoice forms you use which can be paid with direct deposit.

To use your customised invoice

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

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.