Using Alternate Logos For Projects

• Tim Fouracre
• Monday, 12 July 2010
• Projects

If you are using projects to invoice from different departments within a company you may wish to use alternate logos on your invoices.

Step 1.

Navigate “Settings > Toggle Features“. Toggle on “Project Invoices” and “Project Invoice Items”.

Toggle Features

What The Fields Mean

Project Invoices

Allows project logos to be used on invoices.

Project Invoice Items

If you have multiple items on an invoice you can assign them to different projects.

Step 2.

Navigate to projects “Tools > Projects”.

Click on the project you want to upload an alternate invoice logo for and fill in the details on the “Edit Project” page. Once everything has been updated click “Confirm Changes”.

Upload Project Logos

What The Fields Mean

Parent

If you want this project to be a sub division of another project select the parent division here.

Use Name On Invoices

Use the name of the project on the invoices.

Step 3.

Create a new customer  invoice. Select the project with the appropriate logo for the invoice from the drop down menu under “Project” and from the last box drop down box in the Account/VAT rate column (this bottom box will only appear if project invoice items are turned on).

Choosing Advertising Project Logo

After creating the invoice click “View PDF” to make sure that the logo has been successfully uploaded.

Project Invoice

Project invoice with alternate logo, web address, name and number highlighted.