Add a company logo or apply a template to documents

Adding a company logo to your documents is a great way to personalize them and promote your company brand. You can add a company logo and any association logos (for example, if you have a trade membership or if you are accredited by another organization.) You can also select any available template layout for your documents.

When you add a logo, we recommend you use the following settings:

  • Image size: 280 × 200 pixels or smaller.
  • File size: 64KB or smaller.
  • File type: JPG, GIF, or PNG.

You can also choose from a number of different template layouts and edit the colour scheme and font settings on your documents.

Go to Settings then click Logo & Document Template.

You can change the following information on your documents. Once you are happy with the changes, click Save.

Choose template

Click the layouts you want to use in the Product based and Service based sections.

Alternatively, click Can't find your template? and select one of the older templates.

Company logo To add a company logo, click Add a logo. Browse to your image, then click Open.
Association logos

To add secondary logo, click Add a logo. Browse to your image then click Open.

Repeat this step for any other association logos you want to add.

Theme colour Select the colour scheme you want to use on your documents.
Font Select the font type and size for your documents.

To preview your updated document settings, you can create a dummy invoice, and on the Save Invoice list, click Save as Draft. After reviewing the draft invoice, you can delete it and it will no longer appear on the Sales list.

The next time you create an invoice, the logos appear on the document.

Related topics

Troubleshooting logo issues

About invoice form settings