Minimum Version Required: 24.01
Pre-Conditions
Must have the Template created for the Invoice Logo to show. Must be a .png or .jpeg to display properly.
Steps
How to Update or Add a New Invoice Logo
1. Navigate to the "Documents" table using Universal Search.
2. Then, click "Add Documents".
3. Upload the new Invoice logo under the "File" field.
Note: the image must be ".png" or ".jpeg" to display properly.
4. Give the new document a unique name to identify its purpose.
5. Then, select Invoice Logo under the "Document Type"
6. Click "Add Record"
7. Copy the new Document ID for later use.
8. Then, navigate to the "Locations" table using universal search.
9. Arrow into the Location that needs to be changed.
10. Locate the "Logo Document ID" field on the locations record.
11. Then, click the "Pencil" icon to edit the field.
12. Enter the ID of the new invoice logo that was previously added.
13. Then, click the "Save" Icon.
This will also update the Locations Logo. Due to the Invoice Logo being pulled from the Locations Logo, these will be the same. This takes an immediate effect to reflect the change.