How do I insert my company logo into our invoice header in CCH Axcess Practice?

Your logo should be in the form of a bitmap or jpeg. Make sure it is a size that would work within the limited space of the header.  

  • Select "Invoice and Statement Content manager" from the "Configuration" dashboard.
  • Select the header that you want to add the logo to.
  • Place the cursor in the location that the logo should go
  • Select Picture from the ribbon at the top
  • Browse and select the logo. It will import into the header.
  • Select the save icon at the top left of the page to save your new header
  • This would be the same procedure for statements, only choosing the Statements section.

 

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