Add your company details and logo
Only an Admin can change these. Other people see a note that says to contact an administrator.
- Go to Settings, then Company.
- Click Edit.
- Fill in Company Name, Street Address, City, State, and Postal Code.
- Under License & Credentials, click Add License or Credential. Type a label and the number. Click Add another if you have more than one.
- Add Billing Email, Website, and Phone if you want them on your documents. Choose Industry and Time zone.
- Click Save.
- In the Company Logo card, click the upload area or drag a file in. The note on screen says PNG, JPG or GIF, max 5MB, resized to 200px. Click Remove if you want to take the logo off.
What your client sees
Your client sees the company name, address, and logo on the invoice in Track and Invoice and on the invoice PDF. The logo also appears on the quote PDF. License and credential lines appear under the address on invoice PDFs. They are not on payment pages or in emails. Emails use your company name. They do not include the logo image.
Common questions
An **Admin**. The **Company Logo** card is on the **Company** tab, under your company details.
On invoice PDFs, under your company address. The **Company** screen says they are not on payment pages or emails.
Yes. You can open **Settings**, then **Company**, and read the details. The **Edit** button is for **Admins**.
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