How do I add my company logo to Invoices, Estimates, and other various Printouts/Reports? [FAQ]

Invoice and Estimate Layouts (New WISWIG editor)

• Go to Menu > Admin > System Setup > Time and Billing > Invoice / Estimate Layouts.
• Refer to the Invoice/Estimate Layouts guide for more information.

Invoice or Estimate Templates (Old HTML editor)

• Go to Menu > Admin > Menu > System Setup > Time and Billing > Invoice Templates OR Estimate Templates.
• Choose the Estimate Layout that you wish to update by clicking on the pencil icon.
• From the Layout Editor, choose the Logo tab and upload the image.
• Refer to this guide for Estimates and this guide for Invoices for more information.

Reports

• Go to Menu > Admin > System Setup > Visual Appearance. Scroll to the bottom and upload an image for Printed/Report Logo.
• For this image to fit in the maximum space available, make the image (canvas size) no larger than 1 inch (height) by 4 inches (width).
• Refer to the Visual Appearance for more information.