Personalising forms

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

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Not using AccountRight 2018? See the help for MYOB AccountRight v19 (AU | NZ) or MYOB AccountEdge (AU | NZ).

A 'form' is what AccountRight uses to display your printed and emailed business documents, like invoices, purchase orders and payslips. They're like templates, and you can personalise these forms to suit your business needs.

Here's just a few things 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 information to make it easier to see what's important
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.

Take a tour:

Now it's your turn

Here are the tasks involved in customising a form. Start at the top, or pick a task 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