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Personalising invoices

AccountRight comes with a set of invoice form templates which are used when printing or emailing PDF invoices. And it's easy to change these forms to add your own personal touch.

By default, business details entered in the Company Information window (Setup menu > Company Information) will appear on your invoices. This includes your company name and contact details:

info on form

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.

Take a look at this quick 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.