Brands represent the company identity used on invoices you issue to clients. Each brand holds your contact details, invoice template, email signature, and logo. You can create multiple brands if you operate under different company names or billing entities.
Go to Statistic → Finance → Brands.
Click Create.
In the window that opens:
Fill in the fields:
|
Field |
Description |
|
Name |
The brand name as it will appear on invoices. |
|
|
The billing email address shown on invoices. |
|
Phone |
The contact phone number shown on invoices. |
|
Currency |
The currency this brand invoices in. |
|
Website |
Your company website address. |
|
Address |
Your company's physical address. |
|
Title e-mail (optional) |
The subject line used for invoice emails sent under this brand. |
|
Template (optional) |
The body text of the invoice email. Use the rich text editor to format it. |
|
Signature (optional) |
The email signature appended to invoice emails. |
|
Logo (optional) |
Your company logo displayed on the invoice. Drag and drop a file or use the upload button. |
|
Default (optional) |
Mark this brand as the default to use it automatically when issuing invoices without selecting a brand manually. |
Click Create.
Once created, the brand appears in the Brands list and becomes available when generating invoices for clients. To update any details later, use the edit icon in the brand's row.
