Using an Existing Logo in an Invoice Template in Go Operator

Problem

Administrators setting up an invoice, credit note or debit note template in Go Operator want to reuse a logo that has already been uploaded, rather than upload the same image again for each template.

Resolution

1. Open the template

   • Go to Invoicing > Invoice Templates.
   • Choose Invoice Template, Credit Note Template or Debit Note Template, then open the template you want to change, or select Add New Template.
   • If the template settings are hidden, select Show Settings.

2. Search for the logo

   • Under Upload logo, select Use existing logo. The Search Logo window opens.
   • Enter the logo's full file name, including its extension (for example, club-logo.png). This is the name the logo was given when it was uploaded, followed by its file extension. Upper and lower case are treated the same.
   • Select Search, or press Enter. If a logo with that name exists, a preview of it appears; select the preview to see it full screen.

3. Use the logo

   • Select Use logo. The logo's name appears in the template's logo field and the template preview updates.
   • A message confirms "Logo selected. Save the template to keep it."

4. Save the template

   • Select Save. The logo is not kept until you do.

Notes

• You need permission to update invoicing to use this. Without it, Use existing logo is unavailable and shows "You do not have permission to perform this action."
• The search finds one logo by its exact name. You cannot browse or search for part of a name, so keep a note of the names you give logos when you upload them.
• The name must contain no spaces, only letters, numbers, hyphens and underscores, must not start or end with a hyphen or underscore, and must end with a file extension. It can be up to 105 characters long, including the extension. If it breaks one of these rules, a message under the search box explains which.
• If no logo has that name, the search shows an error and nothing changes. Check the spelling and the extension (for example, .png rather than .jpg).
• Logos are shared across your organisation's invoice, credit note and debit note templates, so a logo uploaded for one template can be used in any other.
• To upload a new logo instead, select Upload logo. To take the logo off a template, use Remove logo, then save.

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