Adding Your Logo
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Enhance your Wise Option experience by adding a personalized touch with your logo. Follow these quick steps to ensure your logo appears seamlessly on statements, the eBilling portal, and various reports. Let's dive in!
Estimated Time to Complete – 20 minutes
Before beginning, make sure you have:
Logged into your Wise Option account.
Necessary user permissions to access Adding Company Logo.
Company logo is a JPG format
Click the tabs below based on the version of the Wise Option software you need instructions on.
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Adding your logo will ensure your logo is on printed statements, eBilling portal, and certain reports.
Open your logo on your computer.
To check the pixel size, click the three dots at the top right.
Select Resize > Custom Dimensions.
If the height is larger than 250 pixels or the width is larger than 300 pixels, change the height and or width and save a copy.
Make sure to save a copy in the Wise Option folder you created to easily access documents and images between your local computer and the desktop app (if you haven't done this, see the resource below).
Open the desktop application.
Tools > Options > Branch Properties.
Select your practice > edit (pencil icon).
Statement & Invoice Settings > Browse.
Select your folder and the logo image file.
Click Save > Ok > View.
If you would like to adjust the image to the left or right, or up or down, close the preview.
Enter values in the X value (left to right) and or the Y value (up and down).
We recommend moving in increments of 15 to start.
You can use negative values.
Click Save > View.
Continue adjusting until you like the placement.