How to Add a System Logo for All Branches or for Each Branch Separately
When you add your company’s logo on Daftra through the usual method from the settings, the logo appears by default on invoices issued from Daftra for all branches. However, with a few steps, you can customize a different logo for each branch.
In this guide, we’ll cover both methods:
- Adding a general logo for all branches and invoice templates in Daftra.
- Customizing a different logo for each branch.
You can also refer to this guide to learn how to hide the company logo from one of the invoice templates.
Adding a General Logo for All Branches
You can add a general logo that appears on invoices for all branches in two ways, which we will explain now.
1st Method:
Click on “Account Settings” from the “Settings” dropdown menu in the main menu, then click on “Choose File” in the logo field. Select the desired logo image from your device and click the “Save” button.
2nd Method:
Click on “System Logo and Colors” from the “Settings” dropdown menu in the main menu.
Then click on “Choose File” and select the desired logo image from your device, then click the “Save” button.
Previewing the Logo on Invoices for the Main Branch Templates
In this guide, we will follow the following example:
We will keep the logo for the main branch the same as the general logo added from the settings, and we will only change the invoice template logo for the desired branch, which is Branch 1.
However, you can modify the steps and change the main branch’s logo through the templates, in the same way, as explained for changing the invoice template logo for Branch 1.
Click on “Print Templates” from the “Templates” dropdown menu in the main menu, then click on “Invoice/Estimate Layouts.”
Click on the three dots next to any invoice template, then click on “Edit” to preview the template and the logo included in the design.
The general logo assigned to the system will appear as the logo for the invoice templates. You can keep it as the logo for this branch, or you can change it.
In our current example, we will keep this logo as the template logo for the main branch, while we change the template logo for “Zayed Branch” so that each branch has a different logo for its invoice template.
Changing the General Logo in a Sub-Branch
To change the invoice template logo for a specific branch, click on your account name at the top right of the screen and select the desired branch from the dropdown menu, for example, “Zayed Branch.”
Click on “Print Templates” from the “Templates” dropdown menu in the main menu, then click on “Invoice/Estimates layouts“.
Click on the “New Layout” button to add the invoice templates you want to add for this branch, as there are no templates added previously.
Click on the desired layout.
You will be taken directly to edit the template, and you’ll find that the general logo is set as the default logo for this branch’s template.
To change the branch logo in this template, click on the logo itself within the template or click on “Logo” from the sidebar menu.
Click on “Choose File” and select the logo you want to include in the Zayed Branch invoice template from your device.
After uploading the logo, you can easily adjust its size. Once you’re done, click the “Save” button.
Click on “Create Invoice” from the “Sales” dropdown menu in the main menu to create a new invoice within Zayed Branch Make sure to select the template with the Zayed Branch logo from the dropdown menu in the invoice template field. Complete the required information, then click the “Save” button.
Notice the branch logo appearing within the invoice.
Notice that the logo displayed in your Daftra account across all branches is the same general logo added as the default. While you can change the logo in each branch’s invoice template, the general logo will still appear in your Daftra account across all branches.
If you want to include the branch logo in all templates, you need to repeat the steps for each invoice template you use. Otherwise, the templates where you haven’t changed the logo will still display the general logo added from the account settings.