Adding a Logo to Your Invoices

If you would like to add your logo to your invoices, you would do so by editing your header or footer templates.
 
First, go to Setup > Firm Settings > Invoice Templates tab.
 

If you are not an admin user, you may be restricted from this area


Next, go to the header template > click “Edit/Preview”
 
You can remove the fields already there if you plan on adding a custom logo/font.
 
When ready to add your image, click upload
 
Browse for the image you would like to add
 
Once inserted, you can edit the size of the image by dragging the corners of the image. 
 
Click Save (Top-left) in the template.
To edit the footer template, go to Setup > Firm Settings > Invoice Templates > locate the footer template > click “Edit/Preview”
 
These template changes come into effect when you Print/View your invoice, so to view your changes simply locate and invoice under Activities and go to Action > Print Invoice (Selected)
 
If you notice your header or footer is being cut off (you need a wider margin), you can increase your header and footer heights under Setup > Firm Settings > Invoice Templates > Invoice Print Settings > locate Header/Footer Height
 

Updated on June 1, 2018

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