{"id":7821,"date":"2023-10-19T11:21:56","date_gmt":"2023-10-19T11:21:56","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%88-%d8%a5%d8%b8%d9%87%d8%a7%d8%b1-%d8%b4%d8%b9%d8%a7%d8%b1-%d8%a7%d9%84%d8%b9%d9%85%d9%8a%d9%84-%d8%b9%d9%84%d9%89-%d8%a8%d8%b1%d9%86%d8%a7%d9%85%d8%ac-%d8%af%d9%81\/"},"modified":"2026-01-15T10:21:29","modified_gmt":"2026-01-15T10:21:29","slug":"adding-and-showing-the-client-logo","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-and-showing-the-client-logo\/","title":{"rendered":"Adding and Showing the Client Logo"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741169623433{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">In the system, you can add either an individual or a business client. Consequently, you might need to distinguish clients through personal photos or companies through company logos, and in both cases, the steps are the same whether it is a personal photo or a logo.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add a Logo or a Photo for the Client&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1698834608742{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1768472484570{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Client Settings&#8221;<\/b><span style=\"font-weight: 400;\"> from the drop-down under <\/span><b>&#8220;Clients&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu, then click on the <\/span><b>&#8220;General&#8221;<\/b><span style=\"font-weight: 400;\"> tab.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44917 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-16.png\" alt=\"\" width=\"1364\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-16.png 1364w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-16-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-16-1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-16-768x355.png 768w\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Activate the <\/span><b>&#8220;Photo&#8221;<\/b><span style=\"font-weight: 400;\"> field and then click on the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44919 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-17.png\" alt=\"\" width=\"1365\" height=\"634\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-17.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-17-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-17-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/Untitled-17-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">After that, go to &#8220;Manage Clients&#8221; and click on the client&#8217;s profile that you want to attach the photo or logo to, and click on the default image next to the name to upload the desired image from your device in its place.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31080 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/98434.png\" alt=\"\" width=\"1536\" height=\"533\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/98434.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/98434-300x104.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/98434-1024x355.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/98434-768x267.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Upload the image from your device, and it will be saved automatically.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31082 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/7588942.png\" alt=\"\" width=\"1536\" height=\"427\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/7588942.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/7588942-300x83.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/7588942-1024x285.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/7588942-768x214.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">After adding the logo or photo to the client, you will find it visible next to the name when browsing the client list, and in the invoices and transactions related to them.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31084 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/8940-34.png\" alt=\"\" width=\"1536\" height=\"573\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/8940-34.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/8940-34-300x112.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/8940-34-1024x382.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/8940-34-768x287.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2130,2126,2131],"tags":[2742],"class_list":["post-7821","user_manual","type-user_manual","status-publish","hentry","category-clients-management","category-clients","category-manage-clients","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding and Showing the Client Logo - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-and-showing-the-client-logo\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding and Showing the Client Logo - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741169623433{margin-left: 200px !important;}&#8221;]In the system, you can add either an individual or a business client. 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