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Agency logo on invoices
Ruby Mehta avatar
Written by Ruby Mehta
Updated over 5 years ago

The logo can be set from two places:

Through the Billing section:

  • Log into the system as an Agency User, Owner, or Admin.

  • Click the Settings icon in the Main toolbar.

  • Click the Billing link

  • The Office Settings page is displayed. This is the global setting of the system.

  • Scroll down the page to the Include section.

  • Check the checkbox besides Logo to include the logo on invoices

Payer’s profile:

  • Log into the system using Admin credentials.

  • Click Payers under the Clients menu

  • Open up the Payer profile for which you want to include the logo on invoices.

  • Check the checkbox besides Logo to include the logo on invoices.

  • Click the Update button to update the record, or the Cancel button to cancel the change.

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