Add a logo to documents and change the template

  • Add your business logo to documents such as sales invoices.
  • Choose a template for your documents
  • Change the theme color and font - this changes the colour used on the headings etc.

Adding a company logo to your sales documents and statements is a great way to personalize them and promote your business. 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.

Upload a logo image file

  1. From Settings choose Templates and Logos.
  2. Choose Add a logo. Browse to your image, then click Open.

Logo settings

File size and format

  • Maximum file size is 1 MB.
  • File format must be JPG, PNG, or GIF.

Image size

The ideal image is 280 x 200 pixels. Though not ideal, your image can be smaller than 280 x 200 pixels or greater than 1400 x 1000 pixels. This may impact the quality of the logo on your documentation.

For association logos this is 180 x 200 pixels. Your image can be smaller than 180 x 200 pixels or greater than 900 x 1000 pixels. This may impact the quality of the logo on your documentation.

Aspect ratio

This is the ratio of the image's width to it's height.

The optimum is ratio is 1.4, though it can be between 1 and 1.8. Logos outside this range will be rejected.

For association logos, this is 0.9, though it can be between 0.6 and 1.2. If it is outside of this range, it will be rejected.

Shape

If your logo is round or another shape that doesn't look right after uploading it, try resizing the image.

If your logo is cut-off after uploading

Keep in mind that the recommended size is 280 x 200 pixels. If your image is larger, it will cause the image to appear cut-off after you upload it.

Blurry or pixelated logo

If the size is fine but your image is blurry after uploading it, you may need to adjust the aspect ratio.

Before uploading your image file, keep in mind that the:

Previewing your logo

To preview your logo, create a sales invoice and mark Save as Draft before saving it. After that, filter the invoice list by Draft and then tick the box next to the one you just created. Click PDF on the action toolbar at the top of the list to open the document in your browser. When you're happy with the appearance of your invoices, you can delete the draft from the Sales list.

Choose a template and set a colour theme

We have provided several service based and product based templates to choose from.

  1. From More, then Settings choose Templates and Logos.
  2. Choose the template to use.
  3. Change the colour them and font at the bottom.

Previewing your logo and template

To preview your changes, we recommend that you create a sales invoice and select Save as Draft before saving it.

After that, filter the invoice list by Draft and then tick the box next to the one you just created. Click PDF on the action toolbar at the top of the list to open the document in your browser. When you're happy with the appearance of your invoices, you can delete the draft from the Sales list.