Add your logo to invoices

Add your logo to invoices.

Emily avatar
Written by Emily
Updated over a week ago

You can include your logo on your invoices, so that when you print them off or email them to your patients, they'll include your own branding! Before getting started, it's best if you have your logo ready to go and stored in an easy-to-find place, such as your desktop or documents folder.

Here's a video of the process:

Add your logo to invoices

If you have multiple clinics and want to use a different logo for each one, follow these steps first. Then, head back to this guide to ensure that you finalise the steps for getting your logo to display on invoices!

Head to Settings, and then Documents & printing:

Click the Choose file button:

Select your logo from its spot on your computer, and upload it. You won't see it right away—first, click the Save document settings button at the bottom of the page:

Head back into your Documents & printing settings, and you will now see that your logo has been uploaded:

Now for the next step—getting it to display on your invoices!

Under Invoices, be sure that you tick the box next to Show logo in invoices:

The page size is the size of the paper you're printing out (A4, A5, or US Letter), and the top margin is the space above your logo, at the top of the page.

Once you've done the above, click the Save document settings at the bottom, and from this point forward, your invoices and account statements will show your logo!

You'll only see your logo on the PDF of your invoices—you won't see it when you're creating or editing the invoice.

Below is an example of what the logo would look like on your PDF invoices:

If you notice a different logo appearing in your invoices, this is because a logo has been uploaded to a specific business location which overrides the one uploaded here. Here's how you can change the logo for each of your businesses.

Want to show your logo on other documents? We've got you covered! Head on over here to check out how to add your logo on treatment notes and letters!

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