Logo and Branding

Logo and Branding

Your business logo and branding elements are crucial for maintaining a professional and consistent brand identity across all your business documents. EquiBillBook allows you to upload your logo and configure branding settings to ensure your invoices, quotations, and other documents reflect your brand accurately.

What is Logo and Branding?

Logo and branding settings include:

• Business Logo: Your company logo image
• Brand Colors: Primary brand colors (if configurable)
• Branding Consistency: Ensuring logo appears correctly on all documents
• Document Branding: How your brand appears on invoices and reports

Accessing Logo and Branding Settings

To configure your logo and branding:

1. Navigate to Settings → Organization Settings → Business Settings
2. Look for the "Upload Logo" or "Branding" section
3. You'll see options to upload your logo and configure branding elements

Logo Requirements

Before uploading your logo, ensure it meets these requirements:

• File Format: PNG, JPG, or JPEG
• File Size: Recommended maximum 2MB for optimal performance
• Dimensions: Recommended size is 200x60 pixels or similar aspect ratio (width:height ratio of approximately 3:1)
• Resolution: High resolution (at least 300 DPI) for print quality
• Background: Transparent background (PNG) is recommended for better appearance
• Color Mode: RGB or CMYK depending on your needs

Step-by-Step Logo Upload

Step 1: Prepare Your Logo

Before uploading:

• Ensure your logo is in PNG, JPG, or JPEG format
• Optimize file size if it's too large (use image editing software)
• Resize to appropriate dimensions (recommended: 200x60 pixels or similar)
• For best results, use a logo with transparent background (PNG format)
• Verify the logo looks good at the size it will appear on documents

Step 2: Access Upload Section

In Business Settings:

1. Locate the "Upload Logo" section
2. You'll see a file upload button or area
3. Click "Choose File" or "Browse"

Step 3: Select Your Logo File

Navigate to where your logo file is stored and select it. The file browser will show only supported image formats.

Step 4: Preview Your Logo

After selecting the file:

• A preview of your logo will appear
• Review the preview to ensure it looks correct
• Check that proportions and quality are good
• If the preview doesn't look right, select a different file

Step 5: Save Your Logo

To complete the logo upload:

1. Review the preview one more time
2. Scroll to the bottom of the Business Settings page
3. Click "Update" or "Save"
4. Wait for the confirmation message
5. Your logo will now appear on all new documents

Where Your Logo Appears

Your uploaded logo will be displayed on:

• Sales Invoices: Header section
• Purchase Bills: Header section
• Quotations: Both sales and purchase quotations
• Sales Orders and Purchase Orders: Document headers
• Delivery Challans: Header section
• Payment Receipts: Customer and supplier payment receipts
• Credit Notes and Debit Notes: All adjustment documents
• Reports: Report headers (if configured)
• Email Templates: Email headers (if configured)

Branding Best Practices

• High-Quality Images: Use high-resolution logos for professional print quality
• Transparent Background: PNG format with transparent background works best on different document backgrounds
Appropriate Size: Keep logo size reasonable - too large logos can make documents look unprofessional
• Consistent Branding: Use the same logo across all your business materials
• Test Print: After uploading, generate a test invoice to see how the logo appears
• Color Considerations: Ensure logo works well in both color and grayscale printing
• Readability: Ensure logo is readable at small sizes

Updating Your Logo

To change your logo:

1. Follow the same upload process
2. Select a new logo file
3. The new logo will replace the old one
4. Save your settings
5. The new logo will appear on all future documents

Important Note: Changing your logo does not affect existing documents that have already been generated. Only new documents will show the updated logo.

Logo Positioning and Sizing

Your logo positioning may depend on the invoice template you're using:

• Header Position: Logo typically appears in the top-left or top-center of documents
• Size Control: Some templates allow you to adjust logo size
• Alignment: Logo alignment can be configured in template settings
• Multiple Logos: Some templates support multiple logo positions

Troubleshooting

Logo not uploading?

• Check that the file format is PNG, JPG, or JPEG
• Ensure the file size is not too large (try compressing it if needed)
• Verify you have a stable internet connection
• Try using a different browser if the issue persists
• Check browser console for error messages

Logo appears blurry on documents?

• Upload a higher resolution version of your logo
• Ensure the original logo file is of good quality
• Avoid stretching or resizing the logo after upload
• Use vector format source if available, then export to PNG

Logo preview not showing?

• Check that the file was selected correctly
• Refresh the page and try uploading again
• Ensure your browser supports the image format
• Try a different image file to test

Logo too large on documents?

• Resize your logo file before uploading
• Use image editing software to adjust dimensions
• Recommended dimensions: 200x60 pixels or similar aspect ratio
• Check template settings for logo size controls

Logo not appearing on generated documents?

• Verify the logo was saved successfully
• Check that the invoice template includes logo field
• Generate a new document (old documents won't update)
• Review template settings to ensure logo is enabled

Tips for Professional Logo Display

• Keep your logo simple and recognizable
• Ensure it's readable at small sizes
• Use appropriate colors that work well in both color and grayscale printing
• Maintain proper spacing around the logo
• Test how it looks on different document templates
• Consider creating different logo versions for different use cases (horizontal, vertical, icon-only)

Branding Consistency

To maintain consistent branding:

• Use the same logo across all platforms
• Ensure logo matches your website and marketing materials
• Keep brand colors consistent (if configurable in templates)
• Use professional, high-quality logo files
• Regularly review documents to ensure branding is consistent

Related Settings

Logo and branding work together with:

• Invoice Template Settings: Configure how logo appears on templates
• Organization Profile: Business name and details
• Email Templates: Logo in email communications
• Report Settings: Logo in report headers

Your business logo is an important part of your brand identity. Take time to ensure it's uploaded correctly and displays well on all your business documents!