Templates are used to control what's displayed in the header across the top of your invoices, quotes and statements. This gives you a space to communicate your brand to your customers. Sales templates are also known as invoice forms.
For example, you can add a business logo and choose the business details you want to appear.
You can set up as many templates as you like, but if you have a favourite you can set it as the default template to use.
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 templates, it's a good idea to check that your business details and your customer address details are up to date—this information appears automatically on your invoices, quotes and statements.
OK, let's look at the details.
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. If you need to edit these templates you can do that in your AccountRight software.
To create a new 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.
Under Template options, enter a Name for the template.
If you'd like to use this template for all your sales documents, select the option Set as default template. You can choose a different template when you print or email an invoice, quote or statement.
Set up the Header style:
Feature colour – Sets the colour of the line separating the upper and lower parts of the template.
Header text colour – Sets the colour of your business name.
PDF style – Allows you to upload a business logo and choose the business details you want to appear in the header, or upload a branded header image that spans the full width of your invoices and quotes.
Position customer address for windowed envelope – Ensures the customer's details are positioned so they will display in standard windowed envelopes.
Set up the Header information:
Logo/Image – Depending on your selection in PDF style in the Header style settings above, this button allows you to upload a logo or header image.
Business details placement – Aligns your business details to the left or right.
Your business details – Selected business details will display on your invoice and
quotes. These details are based on what you've entered in the Business details page.
When you're happy with your template, click Save.
To edit or delete a 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.
Complete the process:
If you're editing a template, make your changes (see To create a new template above) and then click Save.
If you're deleting the template, click Delete to the confirmation message.
To set a default 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.