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      How do I customize my Logo and Theme?

      Logos and themes help communicate your business brand to your Clients and help your Invoices, Estimates and Proposals stand out from the rest. Choose from a variety of template options and customize to your preference.

       

       

      Access your Logo & Theme

      Customize your logo and theme anytime when you're creating or editing an Invoice or Estimate/Proposal. The Logo and Theme from your most recently created Invoice/Estimate will be remembered for future Invoices and Estimates/Proposals moving forward. 

      1. Go to the Invoices, or Estimates/Proposals section
      2. Click on the New Invoice or New Estimate/Proposal button, or hover over an existing Invoice/Estimate/Proposal and click on the pencil (edit) icon
      3. Click on Customize Invoice/Estimate/Proposal Style.

       

      From here you can customize the following:

       

      Template

      Simple

      The Simple Template has a logo in the top left corner with Client & Business information near the top.

      Invoice with simple template layout applied.

       

      Modern

      The Modern template has a banner spanning the entire top with Client & Business information underneath on the right side.

      Invoice with modern template layout applied.

       

      Classic

      The Classic Template is similar to the Simple Template, except Client & Business information is located in the top left corner, making it ideal for most window envelopes for snail mail. 

      Invoice with classic template layout applied.

      When the Invoice is paid, the Classic Template also includes a PAID stamp on the PDF when downloaded:

      Invoice as a pdf with paid stamp at the top.

       

      Theme Color & Font

      Choose from one of the five preset colours, or click on the rainbow square to choose your own custom colour. This will change the colour of your Invoice's/Estimate's/Proposal’s lines and text. If using the Modern template, the block above your banner will update to this new colour.Six boxes with colours in them and font dropdown showing Modern (Helvetica) selected.

      For the font, choose between Modern (Helvetica) or Classic (Garamond).

       

      Logo & Banner

      Upload a Logo for the Simple and Classic Templates, and/or a Banner for the Modern Template by either dragging a file to the area or click on select a file/an image.

      SimpleLogoPreview.png ModernLogoPreview.png

      Notes:

      • Accepted file formats are JPEG, GIF, PNG and TIFF
      • The Modern Banner recommended size is 778 x 200 px (can be repositioned vertically by dragging the image up or down)
      • The Logo recommended size is 266 x 200 px (or it will be scaled proportionally to fit)

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