*********NOTE* - Due to changes in labeling, all references to Bills have been changed to Invoices, and all references to Billings have been changed to Time Entries in the Guide below. At some point, the Video above may also be updated. *************

Before we start to work in Curo365 (or anytime we want to update the Invoice logo) , we’ll need to make sure that the Logo is in a .PNG format (meaning that all the whitespace has transparency) and also has a length x width of 500 x 100.

If these conditions are already met on your logo, you’re already good to go, but if not, you’ll need to use a program, such as Paint.net (free download, stable, solid program) to open the File, make the necessary changes, and then save it as a .PNG.

Once logged into your Environment, click the Cog on the top right of the screen and select Advanced Settings.

Next, choose Settings at the top, and select Customizations.

And then click Customize the System

On the left side, without expanding anything, click Web Resources

First, click the Quick Filters option. It starts Black, and once clicked, turns White.

Next, choose the small Dropdown next to Display Name, and choose Custom Filter.

Here, we’ll say that we only want to see only Files whose name Contains the word Logo. Then click OK.

And here, you see the logo.png. Double-click this file to open it.

*IMPORTANT NOTE* - If you don’t see a File named EXACTLY as you see above (and you know that you followed the instructions to the letter), contact your Implementation Consultant, as you may be missing a couple of Files.

Next, we’ll Upload our new .png by clicking the Choose File option here.

Once finished, click Save, followed by Publish

Once finished, you can Close the two windows that you opened and find your new Logo in your future Invoice PDF’s!

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