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.
- 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.