Changing logo to invoices

I need to update the logos on our invoices - how do I do this?  Is there a specific size and pixel that needs to be uploaded?

Thanks,

Adrienne

  • 0

    If you need to change the logo on reports/documents, use Maintain Report Format in SM. Invoices tend to be customized differently and you need to install Crystal Report to modify the logo or format of a specific report file. If you're not familiar with your invoice forms, the formats, or using Crystal, I would recommend you get some assistance because you need to identify the forms you use or intend to use, modify the rpt file(s), then distribute them to the clients or store them on a shared drive.

    You can specify invoice forms for each customer or customer address in Maintain Customers / Bill To/Ship To and the same tab in Other Addresses. Multiple formats/files are allowed, but they have to be individually identified in Set Up Business Forms in CI (where you can also click Design to alter the noted file once you have Crystal installed) and you should define the form for the customer/address. The default name is "Invoice" and the default file is \Program Files (x86)\Sage Software\Sage MAS 500 Client\AR\Reports\arztc001.rpt. Make a copy of the report files before you alter them and/or alter the copied files and create new entries in Set Up Business Forms. You need to have rights in Sage 500 to save any changes in Set Up Business Forms, as well as the folder rights to modify or upload new report forms.

    Logo resolution is dependent on the size you allocate to it in the format of the report, as well as the resolution of the source graphic. You should be able to scale the size in Crystal but you may need to shrink or edit the graphic separately to the size and resolution you need. Test for file size and graphic resolution if you transmit invoices. Your document transmittal settings and the invoice format or graphic can cause some spam filters to activate.