Guide

Brand your invoices and quotes

Add your logo, license or registration number, tax ID and footer terms to every invoice, quote and receipt you send — and check what customers actually receive.

PUBLISHED JUL 24, 2026 4 MIN

Before you begin.

Have your logo file ready as a PNG, JPG, GIF or WebP under 5MB. Vector files (SVG) aren't accepted. Nothing else here needs preparing — the license, tax and footer fields are all typed straight in.

1Add your logo

From Tools, open Branding & Logo. The page is headed Branding & Documents.
In the Logo card, drop your file on the upload area or click it to open your file picker. If you already have a logo, you get a Replace button next to it, plus a trash icon to remove it.
Click Save Changes.

What happens to the file you upload

We re-encode it rather than storing your original: it's converted to PNG, scaled to fit within 600×600, and stripped of camera and location metadata. So a huge export from a designer works fine, and you don't need to size anything yourself before uploading.

Removing a logo

The trash icon acts on its own, immediately — it isn't part of Save Changes. That's deliberate, so an ordinary save can never wipe a logo you didn't mean to touch.

If a save fails

Everything you typed stays on the page rather than being thrown away — but your browser can't repopulate a file input, so you have to pick the logo file again before saving. The page says so when it happens. If you don't, the next save goes through without it.

How to check it worked

The Logo card shows your current logo with its file details, and the preview on the right redraws with it in place.

2License, tax ID and footer terms

All of this is the Document Style card, below the logo. The three switches at the top decide what prints; the fields underneath decide what it says.

Under Fields shown on documents, set the three switches:
- License number — prints your license line. On by default.
- Tax ID / EIN — prints your tax ID. Off by default — most residential work has no reason to show one.
- Invoice note — prints the customer-visible memo on the invoice. On by default.
Under License / registration, fill in Label and Number. The label is the wording printed in front of the number — it starts as License #, and you can change it to "Registration #", "Applicator #" or whatever your state uses.
Fill in Tax ID / EIN if you switched it on. It prints prefixed with "Tax ID:" — that prefix is fixed, unlike the license label.
Write your Footer / terms — a free-text line at the foot of every document. Something like "Payment due within 15 days. Thank you for your business." Leave it blank and nothing prints; there's no switch for it.
Click Save Changes. Discard changes puts everything back if you'd rather not.

"Invoice note" means the memo, not your internal notes

An invoice has two note fields and only one of them is for the customer. The memo is customer-visible and is what this switch controls. Internal notes are yours, never leave LawnBeast, and no switch will put them on a document. This switch also only affects invoices — quotes have no equivalent field and receipts don't carry one.

How to check it worked

The preview redraws as you type. Your license, tax and footer lines appear together at the foot of the document.

3Check what customers see

The right-hand side of the page is a Live preview with three tabs — Invoice, Quote and Receipt. They're built from the real document layouts rather than a generic mock-up, and the customer, line items and amounts are sample data. Everything the page controls is your own saved value.

Click through all three tabs before you leave. The three documents don't carry identical things:

Where	Logo	License / Tax / Footer	Invoice note
Invoice PDF	Yes	Yes	Yes
Quote PDF	Yes	Yes	—
Public pay page	Yes	Yes	Yes
Invoice, quote & receipt emails	Yes	Yes	—

Your logo won't be blocked in email

It's sent inside the message rather than linked from a server, so it appears even for customers whose mail app blocks remote images — which many do by default. And if a logo ever fails to load on our side, the email still sends, just without it. A branding problem never stops an invoice going out.

How to check it worked

Send yourself a real one. Email an invoice to your own address and download its PDF — that's the same document your customer gets, logo, footer lines and all.