Your logo will appear on the PDF invoice sent to your customers, and on all online views of the invoice. Your logo will also appear on the login page your customers use to pay invoices online, and on the login page for your Customer Portal. (See Appendix E: Customer Portal.) While uploading a logo is not required, it is an excellent way to reinforce your brand on the invoices ReceivablesPro sends to your customers.
NOTE: Your logo file must be in JPG, GIF, or PNG format, and must be no more than 150 KB in size. The system will resize your logo so that it fits in the allotted space on invoices.
Follow the steps below to upload your logo:
Click the “Settings” link in top navigation, then click the configuration tab.
On the configuration screen, click the “invoice preferences” link in the INVOICE CONFIGURATION section.
At
the top of the preferences screen
in the Upload your company logo section,
click the “Browse” button to locate your logo file on your hard drive
and select it.
NOTE: In the Google Chrome browser, the
button will say “Choose File” and will be to the left of the field.
Click the “upload” button to upload the logo image to ReceivablesPro. When your logo is successfully uploaded the file name will appear to the right of the button, as shown here:
NOTE: Be sure to click the “save” button
at the bottom of the preferences screen to save the logo you uploaded.