How To Change Line Under Header Pages Invoice Template

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

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

You can add together your business logo and a 'how to pay' section, or make your invoices stand out with a splash of colour. It'due south upward to yous.

Take a wait at this quick overview:

You can apply one invoice class for all your sales or have carve up forms for invoices, quotes and orders. Y'all tin also create dissimilar versions of an invoice grade depending on what you're selling or who you're selling to.

OK, let's step you through it.

To customise an invoice

To customise an invoice

1. Go to theSetup menu and chooseCustomise Forms. TheCustomise Forms window appears.
2. Click the Invoices tab on the left.

3. Click the type of invoice form yous want to customise (Service, Detail, Professional, etc.). The forms for that invoice blazon will exist listed.
   

   Choose the correct form

   Make certain you're customising the correct invoice form for your needs. For case, if you lot utilize the Service layout when inbound an invoice, customise a Service invoice form. Also, choose a revenue enhancement inclusive or tax exclusive form to reflect how you charge customers GST.

4. Select the course you want to customise then click Customise. The form opens, ready to be modified.
   

5. Customise the form to suit your needs.

   Set the page first

   We recommend setting your page margins, orientation and page size starting time (testify me how). Otherwise, changing this later tin can throw out any other customisations yous may take made.

   
   Here'southward some guidance on what you tin can exercise:

   If you desire to...	Do this...
   set page margins, orientation and page size	Click thePrint Preview tab. Set the page margins, orientation and page size. To learn more, see Set the course size and background.
   add together a picture (business concern logo, letterhead, etc.)	In theCustomise tab, clickPicture. Locate and select the picture file and clickOpen. Move, resize or rotate the image as required. To learn more about working with images, meet Add pictures and shapes to forms.
   add together or edit text fields	In the Customise tab, click Text Box. Click and elevate the mouse cursor to draw a box where y'all desire the text field to appear. Double-click in the text box and type the text you desire to appear. Yous can move or resize the text box as required. To larn more than about working with text fields, see Add text and fields to forms.
   add information fields	In the Customise tab, click Fields. Select the fields you want to announced by clicking in the cavalcade adjacent to them. For a clarification of each data field, run into Fields and columns you lot can add to forms. For some fields you need to select where you want the field to appear when a form has multiple pages. You tin cull to show the field on every folio, or but at the showtime (first page) or terminate (terminal page). When you've finished making your selections, click OK. The selected data fields appear on the form. Move the field to the required position by clicking and dragging information technology, or entering placement coordinates in the Customise tab. To acquire more about working with information fields, see Add text and fields to forms.
   add or edit a table	In theCustomise tab, clickInsert Table and choose the type of tabular array you want to apply from the list. Click the table box, so drag the ruby-red cantankerous to move the table into position. ClickTabular array Layoutand chooseBear witness/Hibernate Columns. Select a cavalcade you desire to add to the table in theAvailable columns list and then clickBear witness. Repeat this for other columns you want to add. ClickOK. The columns appear in your table. To acquire more almost working with tables, come across Add tables to forms.
   edit the page groundwork	If yous want to alter the folio colour, clickPage Colour and select the required background colour. If you want to add together a watermark (transparent image or text), clickWatermark and choose one of the predefined watermarks, or selectCustom Watermark. If y'all're adding a custom watermark, cull a picture or enter the watermark text and select the required formatting options. ClickOK. To learn more, run across Set up the form size and background.
   move, accommodate, align, cut, copy, delete or paste course elements	Run into Editing class elements.

6. To preview your form, click the Print Preview tab.

7. When you lot've finished customising your form, click the Salve push button (meridian-left corner). The Salvage Form As window appears:
8. Enter a name and a description for the form.
9. Click Save so click OK to the confirmation message.

10. To close the form, get to the File menu and cull Leave. If prompted to save again, click No.
    The Customise Forms window reappears. Your customised invoice will be listed.

    

To add directly deposit banking details to your invoice

To add direct deposit banking details to your invoice

Direct eolith is a popular payment pick which lets your customers pay directly into your depository financial institution account. In Australia, the New Payments Platform is making this even easier.

Here'south how to add banking details to your invoice form.

1. Go to theSetup menu and chooseCustomise Forms. TheCustomise Forms window appears.
2. Click the Invoices tab on the left.
3. Select the form yous desire to utilize so click Customise. The grade opens, ready to be modified.
   
4. Click Text Box in the toolbar.

   

5. In the applicable place on your grade, 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

   Using depository financial institution feeds? To aid make it easy to identify customer payments coming through in your depository financial institution feeds, encourage your clients to include boosted details in the payment, such as their name and invoice number.

7. You tin 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 cheque how the new section will look.

   

9. When y'all're done, click the Salve button (summit-left corner).
10. If prompted, enter a name for this customised form then click Save then click OK to the confirmation message.

11. To close the form, go to the File carte du jour and choose Exit. If prompted to save again, click No.

12. Repeat this process for any other invoice forms yous want to add your payment details to.

To add payment terms to your invoice

To add payment terms to your invoice

The credit terms that appear on the top of a sale transaction in AccountRight tin can easily be added to your customised invoice.

Here's how to practice it:

1. Get to theSetup carte du jour and chooseCustomise Forms. TheCustomise Forms window appears.
2. Click the Invoices tab on the left.
3. Select the form you want to use then click Customise. The course opens, ready to be modified.
4. ClickFields. TheInsert Fields window appears.

5. On the Data Fields tab, select the Terms field and choose a brandish selection (appear on every page, announced at start of form or appear at end of course).

   

   For a description of each data field you tin can add, come across Fields and columns you can add together to forms.

6. ClickOK. The Terms data field appears on the course.
7. Move the data field to the required position by clicking and dragging it.
8. (Optional) Add together a text field which states "Terms:" (or like) next to the Terms data field.

   

9. Click Print Preview to view your handy work.

   

To set your customised invoice as the default

To prepare your customised invoice as the default

You've made the effort to personalise an invoice, so here'southward how to utilize that invoice when printing or emailing.

Saving invoices

To save an invoice as a PDF, open up the invoice, click Send To > Disk, then choose where you want to salve the PDF.

Can't see your customised invoice?

Check that you've customised the right invoice form type. For example, if y'all're emailing or press an detail invoice (using the Particular layout), merely item invoice forms will exist available for use.

To set a customer'south default invoice form

To prepare a customer's default invoice form

If yous accept dissimilar invoice forms for dissimilar customers, you can set up the default form to utilise in the customer's carte. To prepare the default form to utilise for all customers, see Set the default forms to use when emailing or printing.

To set up a client'southward default grade

1. Go to the Card File command centre and click Cards List.
2. Click the Customer tab.
3. Click the zoom pointer to open the client's menu.
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 grade, make certain the applicable Sale Layout is selected.
6. Click OK.

  FAQs

invoice setup

How To Change Line Under Header Pages Invoice Template,

Source: https://help.myob.com/wiki/display/ar/Personalising+invoices

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