Add Logo to Invoice Template using CRM Software

Invoice Template - Add Logo and Business Details

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Add Logo to Invoice Template

In Amphis Customer CRM Software, Invoice templates and other templates are Microsoft Word documents and you can edit them using standard Word facilities.

Three different templates are provided for Invoices and Quotes and you can select any of these, or edit them or create your own templates.

To edit any template in Amphis Customer, go to Tools->Maintain Templates.

Edit Invoice Template

Then select the document type for the template you want to edit. For example, select Invoice - freeform, select which template to edit and click Edit Template.

Edit Invoice Templates

This displays the Invoice template document in Microsoft Word.

Depending on your version of Word, to add a header you can either :-

  • select Header and Footer on the View menu.
  • on the Insert tab, click Header and click Blank to insert a blank header.
  • just double-click at the very top of the document.

This creates and displays a Header at the top of the document. Then you can copy and paste your logo into the template header. Click anywhere outside of the Header to close the Header View. Then Save the document.

Add Logo to Invoice Template Header

Now any free-form Invoices created using this template will be displayed with the Logo already inserted into the Header.

You can also add a footer containing your business address, telephone number etc. Also, you can change the wording of the template, the fonts, the layout to suit your preferences.

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