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Business Settings Getting Started

Upload Your Quote and Invoice Logo

Who can do this?

  • The Office Admin · Office Admins
  • The Boss · Business Owners
  • The Books · Finance
  • One-Person Show · Sole Traders

Who this guide is for

Business Owners and Sole Traders. Admin users can also upload the logo.

Overview

Brand every quote and invoice with your business logo.

Before you start

Have your logo file saved to your device.

Steps

  1. Open Business Settings → Sales tab.
  2. In the logo section, select Choose File.
  3. Choose your logo file and select Open.
  4. Select Save.

What happens next

The logo is applied to all quote and invoice templates. New documents pick up the change immediately; documents already sent keep the version they were sent with.

Note — the logo set on the Sales tab appears on quote and invoice PDFs only. To change the logo your team sees inside the app (sidebar and mobile), upload that one on the Site tab.

Complete your business profile, Set payment methods and terms, Create and send a quote, Create Your First Invoice.

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