Sales templates are used to customise the appearance of your invoice, quote and statement PDFs. This gives you a space to communicate your brand to your customers.
For example, you can add a business logo and choose the business details you want to show at the top of your PDFs.
Set up as many sales templates as you like and choose the one to use when you view, print, download or send an invoice, quote or statement. If you usually use the same template, you can set it as the default one to use each time.
Payment details
Your accepted payment options are shown in the footer of your invoices, quotes and statements - find out how to set these up.
Before working with sales templates, it's a good idea to check that your business details and customer address details are up to date – this information appears automatically on your customers' invoices, quotes and statements.
Using AccountRight?
If you're accessing an AccountRight company file in a web browser, you can use your existing AccountRight desktop templates when emailing or printing transactions. You can edit these templates in your AccountRight software.
Create a new sales template
Click the settings menu (⚙️) and choose Sales settings.
Click the Templates tab.
Click Create template. A PDF preview of the template is shown so you can see the effect of your changes using the settings on the left.
On the Template options tab:
Enter a Name for the template.
Select the option Set as default template if you'd like to use this template for all your sales documents. You can choose a different template when you print or send an invoice, quote or statement.
Click the Design tab to:
Upload a logo or header image. You can upload up to 5 logos and choose the one you want to show on your invoices, quotes and statements. Also choose the logo size and whether you want it aligned left or right.
Choose the Feature colour (the colour of the line separating the upper and lower parts of the template) and Header text colour (the colour of your business name).
Turn on the option for Windowed envelope address if you want the customer's details positioned so they display in standard windowed envelopes.
Click the Content tab to:
Select the business details you want to show on your invoices, quotes and statements. These details come from your Business details page.
Turn on the Add terms and conditions option to enter your business's terms and conditions. These will show on a separate (last) page for your invoices, quotes and statements.
To preview the terms and conditions, open an invoice, quote or statement and download the PDF preview using this template.
When you're happy with your template, click Save.
Edit or delete a sales template
If you're accessing an AccountRight company file in a web browser, you can only edit your AccountRight desktop templates in your AccountRight software.
Click the settings menu (⚙️) and choose Sales settings.
Click the Templates tab.
Click the ellipsis button (...) for the template and choose either Edit template or Delete.
If you're editing a template, make your changes (see Create a new template above) and then click Save.
If you're deleting the template, click Delete to the confirmation message.
Set a default sales template
Using AccountRight in a web browser?
If you're accessing an AccountRight company file in a web browser, you can't set your existing AccountRight desktop templates as default templates when working in the browser. You can still select these templates when emailing or printing transactions.
Click the settings menu (⚙️) and choose Sales settings.
Click the Templates tab.
Click to open the template you want to set as the default.
Under Template options, select the option Set as default template.
Click Save. This template will now be selected by default when you print or email invoices and quotes, but you can choose a different template if you like.