Adding a Business Logo to Customer Invoices

February 18, 2019

ahambach

Background: Adding a Business Logo to Customer Invoices

As an Accounting Basic customer, you can add your business logo so it appears on the invoices you create and send to your customers.  Your logo will also appear on any printed credit memos.  For more details about creating and sending customer invoices, see the following help articles:

Invoicing Your Customers
How to Email an Invoice to Your Customers
Issuing a Credit to Your Customer
Accounting Premium customers can also further customize their invoice templates.  See Customizing Your Invoice Templates.

When you add your business logo, it will appear in the top right corner of the PDF versions of your customer invoices and credit memos. Here is an example:

Adding a Business Logo to Customer Invoices

 

How to add your business logo to your invoices in Patriot Software

Go to Settings > Accounting Settings > Invoice Templates

At the bottom of the page, under the “Invoice Logo” section, click “Upload New Logo.”

Drag and drop your file into the box or click “Choose File” to search for the image file on your computer. Your file must be smaller than 4MB. If your image is larger than 150 pixels high, the image will be resized smaller to fit. You can upload the following image types: .JPEG, .JPG, .PNG, and .GIF.  Click “Upload.”

You will now see the logo image and filename of your image appear.

 

 

 

 

 

 

 

You can also go to your Credit Memo Templates page and upload the logo there.

You can now either upload a new logo or delete your existing logo to remove it from your invoices.

Your business logo will appear in the top right corner on the PDF version of the invoice for all new invoices you create and email to your customers, plus any older invoices, if you reprint the PDF version.

Note: You will not see the logo on the “Create Invoice” page as you create new invoices. It will only appear on the PDF version.

Search Help Articles

Can't Find Your Answer? Contact Us!