Skip to Content
OrganizationBranding

The Branding module allows you to personalize your company’s appearance across all client-facing documents.
You can upload your logo, adjust invoice colors and typography, and preview your chosen design in real time.


🖼️ Branding Dashboard

Navigate to Sidebar → Branding

The Branding page is divided into two sections:

SectionDescription
Company LogoUpload or replace your logo. This logo will appear on all invoices, estimates, and credit notes.
Customize ThemeChoose and preview your preferred document style. Adjust typography, colors, and custom text for your templates.

branding.png

To upload or change your company logo:

  1. Click the Add Logo button on the top right.
  2. A side panel opens allowing you to drag and drop your logo file or browse your device.
  • Supported formats: PNG, JPG
  • Maximum size: 2 MB
  1. Click Update Logo to save changes.

add-logo.png

Note

Your uploaded logo automatically appears in your invoice, estimate, and credit note templates.


🧾 Customizing the Theme

To adjust the visual appearance of your documents, click Customize Theme.

The customization options include:

CategoryOptionsDescription
Template ModelDefault (or future models)Choose the base layout for your invoices.
TypographyFont FamilySelect your preferred typeface for all text elements.
ColorsPrimary, Secondary, Background, TextAdjust brand colors for consistency with your company identity.
Custom TextText Before / After Items, FooterAdd personalized messages or legal notes to your invoices.

🔹 Preview in Real Time:
See changes instantly in the right-hand panel.
You can toggle between light, dark, or print view modes before saving.

custom-theme.png

Once you’re satisfied with your design:

  • Click Save Theme to apply it across all documents.
  • Click Reset to Default to restore the original Billing Now theme.
  • Click Cancel to discard unsaved changes.

Note

💡 Best Practices

✔ Use your company’s official colors and logo to maintain brand consistency.
✔ Add custom footer text for your VAT, registration number, or legal disclaimers.
✔ Always preview the layout in print mode before sharing with clients.
✔ Keep your logo file optimized (small size, transparent background if possible).

Last updated on