FAQs - TBS Configuration

  1. How do I upload/change my Company logo for the invoice?
  2. Where can I set/change my Company Remit/Payment Address?
  3. How do I upload/change my company logo for the TBS portal?

 

How do I upload/change my company logo for the invoice?

Setup -> Company Settings -> Bases.

Then select the base that you would like to change the company logo on. After clicking the Edit button, scroll to the Logos section to the Invoice Logo field and change your logo to what you desire.

Note: If the logo you would like to change does not exist in TBS yet then the Add a New Logo hyperlink can be found at the bottom of the Logos section.

Once clicked, fill in the Description, Image Data, and Printer Image Name fields to complete the Image Addition and click the Save button.

Then go back and repeat the first steps mentioned above to change your company logo and click the Save button at the top of the screen.

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Where can I set/change my Company Remit/Payment Address?

Setup -> Company Settings -> Bases.

Then select the base that you would like to set/change the Company Remit/Payment Address on.

After clicking the Edit button, scroll to the Payment Remit Address field and set and update the fields in that section and click the Save button at the top of the screen.

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How do I upload/change my company logo for the TBS portal?

Setup -> Company Settings -> Bases.

Then select the base that you would like to change the company logo on. After clicking the Edit button, scroll to the Logos section to the Company Logo field and change your logo to what you desire.

Note: If the logo you would like to change does not exist in TBS yet then the Add a New Logo hyperlink can be found at the bottom of the Logos section.

Once clicked, fill in the Description, Image Data, and Printer Image Name fields to complete the Image Addition and click the Save button.

Then go back and repeat the first steps mentioned above to change your company logo and click the Save button at the top of the screen.

[Back to Top]