Important: This feature requires admin user access.

You can edit your header and footer templates to add your logo to your invoices.

Header Logo

To add your logo to your invoice header:
  1. From the toolbar atop the screen, click your Profile Icon.
  2. From the drop-down, click Setup.
  3. From the Setup left navigation, click Firm Settings.
  4. From the tabs atop the Firm Settings screen, click Invoice Settings.
  5. 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.

  6. Click OK.

    The Edit Invoice screen opens, displaying these fields:

    • [#FirmName#]
    • [#FirmAddress#]
    • [#FirmPhoneFax#]
    • [#InvoicePaymentLink#]
  1. If your logo contains your firm's name, use your cursor to highlight and delete [#FirmName#]. If your logo consists of only an image, right-click [#FirmName#] and insert a row above it.
  2. Place cursor in the appropriate place and 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 your logo's display, view an invoice.

Footer Logo

To add your logo to your invoice footer:
  1. From the toolbar atop the screen, click your Profile Icon.
  2. From the drop-down, click Setup.
  3. From the Setup left navigation, click Firm Settings.
  4. From the tabs atop the Firm Settings screen, click Invoice Settings.
  5. 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.

  6. 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.

Note: 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 your 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