Adding different logo on Invoice template for each AR account

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Posted on by NHI

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Hi Folks,

Could you please help me on this event? My client has 2 entities and there is one AR account set up for each. Now, they want to add each entity logo on the invoice template. I have heard that it could be done by assign each customer to a class ID and design the report in RW so that it will pull up the right logo. I am a GP newbie so really appreciate your help. Thanks in advance.

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Ian Grieve 22,784 on at

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RE: Adding different logo on Invoice template for each AR account

Assign both templates to the company but only make one of them the default.

Then do the assignment using the Assign >> Customer

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NHI 1,600 on at

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RE: Adding different logo on Invoice template for each AR account

I have tried to assign to both companies but since it has only one database, the other one will be unassigned automatically when I assign the template to one of them. I asked our developper to create those invoices using SSRS reports. Thank you so much for your prompt support.

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L Vail 65,271 on at

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RE: Adding different logo on Invoice template for each AR account

Howdy,

Do you have the template assigned to both companies? In the screenshot, it looks like it might be assigned to only one of the companies.

Kind regards,

Leslie

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NHI 1,600 on at

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RE: Adding different logo on Invoice template for each AR account

Hi Leslie,

When I assigned the first template to one of the 2 customers' class IDs, I cannot assign the 2nd one to another customer class. The option is greyed out.

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NHI 1,600 on at

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RE: Adding different logo on Invoice template for each AR account

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L Vail 65,271 on at

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RE: Adding different logo on Invoice template for each AR account

Hi,

You need to select Customer for your assignment instead of company.

Kind regards,

Leslie

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NHI 1,600 on at

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RE: Adding different logo on Invoice template for each AR account

Hi Frank

I created 2 templates, added a logo in each. But when I assigned it to one of the companies and to one class ID, I cannot assign it to the other one. The problem is they don't have different database. This is a 2-in-1 database.

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NHI 1,600 on at

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RE: Adding different logo on Invoice template for each AR account

Thanks for your advice Frank, I will try.

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Frank Hamelly | MVP... 46,613 Super User 2025 Season 2 on at

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RE: Adding different logo on Invoice template for each AR account

You can do this in the Invoice Template in Word by creating two separate templates, each with the appropriate logo, and assigning the templates to either your class ID's or to individual customers in the Report Template Maintenance window.

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