Uploading practice logo and setting up practice contact information

Uploading practice logo and setting up practice contact information

Your practice logo and contact information appear at the top of estimates, invoices, certificates, letters, and reminders. 

To upload your logo:
  1. Click on “Settings”
  2. Click on “upload logo”
  3. Navigate to the location of your logo on your desktop and select the logo file
  4. Click “save”
To update your contact information:
  1. Click on “Settings”
  2. Click on “edit profile”
  3. Edit your contact information as needed
  4. Click on “save changes”
To update your address:
  1. Click on “Settings”
  2. Click on “configuration” and select “new address”
  3. Complete the form that appears
  4. Click “save”
We use Google Maps to automatically complete your address.  Select your address from the options that appear, and the rest of your address will automatically be filled in for you.





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