Your logo and contact information will automatically appear on all invoices, as well as work orders. The system applies these changes immediately upon uploading the logo. Additionally, the platform allows for a separate address to be used on invoices for customers, distinct from the physical address used for dispatching.
Adding Your Company Logo
Follow these steps to add your company logo to invoices and work orders:
Navigate to Settings.
Click on Company Logo.
You can either upload a logo directly from your computer or drag and drop the file into the upload box.
The logo will be automatically applied to your invoices and work orders after it's uploaded.
Changing Company Contact Information
You have direct control over changing the email, phone number, and other company contact information on your invoices.
The system uses one default address for both dispatching and invoices. However, if you need a different address to appear on your invoices than the one used for dispatching, a DBA (Doing Business As) can be created.
Updating Default Address
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Setting Up DBA Information in CRO
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If you have any more questions or would like help in setting up your company information, you can always contact our support team, and they will be more than happy to help you.