Acquire

Add a Logo to Invoices

Important

This feature requires admin user access.

 
You can edit your header and footer templates to add your logo to your invoices. 
 
To add your logo to your invoice header:
 
  1. Click Setup.
  2. Click Firm Settings.
    The Firm Settings screen displays with tabs running across the top.
  3. Click Invoice Settings.
  4. In the Invoice Templates section and beside Header, click Edit/preview.
    A message displays: Changes must be made carefully and saved using the tool bar
  5. Click OK.
    The Edit Invoice screen opens, displaying these fields:
    • [#FirmName#]
    • [#FirmAddress#]
    • [#FirmPhoneFax#]
    • [#InvoicePaymentLink#]
  1. Use your cursor to highlight [#FirmName#].
  2.  In the upper left corner, Click Upload.
  3. Click Choose File.
  4. Browse for your logo file. The maximum file size is 512KB.
  5. Either double-click the logo, or single-click it, then click Open.
    The logo replaces the [#FirmName#] field in the template.
  6. To resize the image, drag its corners as needed.
  7. In the upper left corner, click Save.
  8. To confirm your satisfaction with the logo’s display, view an invoice
To edit your invoice footer template:
 
To add your logo to your invoice header:
 
  1. Click Setup.
  2. Click Firm Settings.
    The Firm Settings screen displays with tabs running across the top.
  3. Click Invoice Settings.
  4. In the Invoice Templates section and beside Footer, click Edit/preview.
    A message displays: Changes must be made carefully and saved using the tool bar
  5. Click OK.
    The Edit Invoice screen opens, displaying these fields:
    • [#InvoiceName#]
    • [#WebSite#]
  1. Place your cursor where you want the logo to display or highlight the fields you wish to replace.
FYI

If you choose to replace fields, the logo’s alignment upon insertion will depend on the fields replaced. Use the toolbar to adjust the alignment.

  1.  In the upper left corner, Click Upload.
  2. Click Choose File.
  3. Browse for your logo file. The maximum file size is 512KB.
  4. Either double-click the logo, or single-click it, then click Open.
    The logo replaces the [#FirmName#] field in the template.
  5. To resize the image, drag its corners as needed.
  6. In the upper left corner, click Save.
  7. To confirm your satisfaction with the logo’s display, view an invoice

Logo is Cut Off 

If your header or footer is cut off when viewing an invoice, increase the applicable height’s point setting (Header Height or Footer Height) in the Invoice Print Settings section:
 
Inches Points
1/4 18
1/2 36
3/4 54
1 72
 
Updated on July 10, 2020

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