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July 15, 2024
Question

How do I add a logo to my statement

  • July 15, 2024
  • 1 reply
  • 0 views
I have a logo on my Sales invoices - how on earth do I add this to my statements......I must be doing something wrong as there is no way a professional accounting software would not have a logo on their statement routine

1 reply

July 15, 2024

Welcome to the Community.

 

Adding a logo to your Customer Statements is an easy process. Let me provide you with the steps.

 

The data for the statement comes from a Standard Default template, not a custom template created for your company.

 

You can accomplish it by following the outlined steps below.

 

  1. Go to the Settings icon and select Custom form styles.
  2. Click on Edit from the Standard Default template.
  3. From the Design tab, click the Plus sign from Make logo edits.
  4. Add your logo.
  5. Then hit Done.

 

Afterward, create a statement and send it to your customers. 

 

I'll be around if you need more help adding a logo to your statements and navigating your account.