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https://help.myob.com/wiki/x/2YCyAQ
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AccountRight comes with a set of invoice form templates which are used when printing or emailing your sales. But it's easy to change these forms to create your own personalised invoices.
You can add your business logo and a 'how to pay' section, or make your invoices stand out with a splash of colour. It's up to you.
Here's an overview:
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
- Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
- Click the Invoices tab on the left.
- Select the form you want to customise then click Customise. The form opens, ready to be modified.
(click to enlarge) 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 To preview your form, click the Print Preview tab.
- When you've finished customising your form, go to the File menu and click Save As. The Save Form As window appears:
- Enter a name and a description for the form.
- Click Save then click OK to the confirmation message.
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.
(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. In Australia, the New Payments Platform is making this even easier.
Here's how to add banking details to your invoice form.
- Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
- Click the Invoices tab on the left.
- Select the form you want to use then click Customise. The form opens, ready to be modified.
(click to enlarge) - Click Text Box in the toolbar.
- In the applicable place on your form, drag a box that's large enough to include your payment instructions.
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 nameUsing bank feeds? To help make it easy to identify customer payments coming through in your bank feeds, encourage your clients to include additional details in the payment, such as their name and invoice number.
- You can resize the text box, or format the text size, font and colour using the options in the Customise tab.
- Click the Print Preview tab to check how the new section will look.
- When you're done, go to the menu button and choose Save.
Repeat this process for any other invoice forms you want to add your payment details to.
To use your customised invoice
When you print or email an invoice, you can choose which form to use.
If you are | Do this |
---|---|
printing an invoice when you record it |
|
emailing an invoice when you record it |
|
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. 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
- Go to the Card File command centre and click Cards List.
- Click the Customer tab.
- Click the zoom arrow to open the customer's card.
- Click the Selling Details tab.
- 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. - Click OK.