If you haven’t noticed already, Wallist is exploding with new functionality! In the latest update that just launched, you can now add your company logo to estimates and invoices! Whether clients view them from your branded Client Hub, or if you print and mail them out, this increases your brand recognition and improves how customers perceive your business.
How to add Logos to Estimates and Invoices
To add your logo, navigate to the new Billing Settings page located in the Settings menu. From there, you’ll see a dropdown field for Company Logo on Estimates and Invoices. The default option is set to No Logo and you can change that to Use Public Profile Logo or Upload Custom Logo.
- The Use Public Profile Logo is convenient as it will use the logo you already have on your public profile. This keeps your branding consistent as clients that find you online will also see the same logo as those getting invoices from you.
- The Upload Custom Logo option allows you to upload a new logo designed just for invoices and estimates. As an added convenience, we also offer an image editor where you can zoom, crop, add filters, adjust the brightness, and more! This new image editor will be rolled out to many additional areas of Wallist in the future!
Additional Billing Settings
We didn’t stop with just logos. We added several other billing settings to control the default options on estimates and invoices. On the Billing Settings page, you can now set the following options:
- Default Notes on Estimates – The notes to put on new estimates by default. For estimates, you may want to mention attached PDFs that detail your terms and conditions. Or you may want to include your license info, colors/styles you wish them to choose from, or instructions on what to do next.
- Default Notes on Invoices – The notes to put on new invoices by default. You can use this area to express gratitude for their business, explain warranty and service conditions, and more.
- Net Payment Term – The duration from when the client is invoiced, to when payment is due. Options are Net 10, Net 15, Net 30, Net 45, Net 60, Net 90, and Due Upon Receipt. The default option is Net 30.
- Accept Credit Cards by Default – Whether to enable credit card payments automatically on newly created invoices.
- Accept ACH Bank Transfer Payments by Default – Whether to enable ACH bank transfers automatically on newly created invoices.
- Additional Payment Instructions – These set of instructions will be in addition to, or instead of, the online payment instructions. For example, you can tell them where to mail checks to, your Venmo information, or other instructions you wish to tell your clients when they attempt to pay the invoice.
Looking Ahead
Wallist is off to an amazing start in 2025! The new image editor will be rolled out to your photo gallery, your profile banner and logos, and other places in the future like job site photos! In addition to zooming, cropping, and other basic controls, you can annotate and draw on images, outline areas to focus on, redact sensitive parts like people’s faces or street addresses, rotate images, undo changes, and so much more. To illustrate how powerful this can be, imagine drawing a quick layout for a small landscaping project that the homeowner can approve and you can share it with your crews for install. And you can easily do this from your phone on the go!

Getting Started
Existing customers can get started by accessing the new Billing Settings located under the Settings menu. If you are new to Wallist and want to learn more, please reach out as we’d love to hear from you. Our mission is to enable small businesses to give them the tools they need to manage technicians in the field, communicate with customers, and handle back-office tasks like invoicing, scheduling, and collecting payments.