changing the layout of the invoice. I need to switch the company logo and the company address on the invoice we send to customers.
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07-20-2021 01:33 PM
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09-17-2021 10:14 AM
Now THAT was an absolute grand slam!!! Thanks!
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09-17-2021 09:49 AM
It is the same basic area.
Home > Invoicing > Get started > Add company logo and message to invoices.
Go to the Knowledge Base and go to that area for all the instructions. You will have to change or add your address to the Invoice Header.
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09-17-2021 09:41 AM
That answered half the OPs question... Anyone have any insight on getting the mailing address onto the PDF invoice that gets sent? I have a couple of commercial clients that it just sits in a "hold" file until someone has the time to go online and figure out where to mail the check...
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07-21-2021 04:55 AM
Upload, change, or remove your company logo
Upload logo
- Go to the navigation bar and click Settings . In the side panel, go to Operations > Business Units.
- Click Edit for the BU you want to add a logo to.
- Click Upload and attach the logo.
- Note: The company logo must be an image file, not a PDF. Accepted file formats include .jpg, .png, .bmf, and .tif.
- When you're done, click Save.
