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By personalising aspects like logos, notifications, and payment options, you can make the platform feel uniquely yours, improving brand consistency and user adoption. For instance, a custom logo ensures that every invoice reflects your company's identity, while tailored notification settings keep your team informed without overwhelming them. To get started, access the admin dashboard and explore the customisation menu. If you're new, check out our beginner's guide to invoicing for foundational tips.

Visual Customisations

Visual elements are the first step in branding your invoicing tool, helping it align with your company's aesthetic for a professional touch.

<!-- Before -->
<button class="text-white px-4 sm:px-8 py-2 sm:py-3 bg-sky-700 hover:bg-sky-800">Submit</button>
<!-- After -->
<button class="bg-sky-700 px-4 py-2 text-white hover:bg-sky-800 sm:px-8 sm:py-3">Submit</button>

Changing Logo and Brand Colour

Start by updating your logo and brand colour to make invoices and reports instantly recognisable. This not only strengthens your brand but also builds trust with clients. Choose high-resolution images for the best results.

1. Log in to the admin dashboard and navigate to "Branding Settings."
2. Prepare your logo file, ensuring it's in a supported format like PNG, JPG, or SVG.
3. Upload your logo file and input a hex code for your primary colour.
4. Adjust secondary colours if needed and preview the changes on sample invoices.
5. Check for compatibility across devices and make final adjustments.
6. Save and apply the changes to see updates across all interfaces.
7. Verify the logo appears correctly in test emails or exports.

Updating Fonts and Themes

Fonts play a key role in readability and professionalism. Select from predefined options or import custom fonts to match your brand's style guidelines.

1. Navigate to "Appearance Settings" in the dashboard.
2. Browse available font families and sizes, comparing options for readability.
3. Select and apply fonts to specific areas like invoices or emails.
4. Pair the fonts with theme adjustments, such as background colours.
5. Preview the changes in a live mockup to ensure cohesion.
6. Save your settings and test the fonts in different views.

Functional Settings

Beyond visuals, functional customisations optimise your invoicing workflow for better productivity and accuracy.

Notification Settings and Custom Messages

Control how and when notifications are sent, such as reminders for overdue invoices, and add custom messages to personalise communications. This helps in maintaining client relationships while keeping your team updated.

1. Head to "Notifications" in the dashboard and review current settings.
2. Set frequencies for alerts, like daily or weekly for transaction imports.
3. Create custom messages for emails, including placeholders for client names or due dates.
4. Integrate with external calendars or apps for automated reminders.
5. Enable or disable specific notification types based on user roles.
6. Test a sample notification to ensure it triggers correctly.
7. Save and monitor the settings for a few days to fine-tune.

Payment Options and Terms

Customise payment providers and terms to suit your business model, such as integrating Stripe or PayPal for seamless transactions.

1. Select "Payment Providers" in settings and choose your preferred service.
2. Compare available providers based on fees and features before adding one.
3. Add the provider and configure initial settings, like API keys.
4. Set custom terms, such as net 30 or 60 days, for new invoices.
5. Define default options and apply them to existing templates.
6. Configure how often transactions are imported, such as hourly or daily syncs.
7. Test a sample payment process to ensure everything integrates smoothly.

Advanced Customisations

For more in-depth tweaks, explore advanced options to fine-tune operations and ensure scalability.

Controlling Transaction Imports and Security

Manage how transactions are handled, including import schedules and security protocols, to prevent errors and protect sensitive data.

1. Go to "Import Settings" and review your current import configuration.
2. Set import intervals based on your transaction volume, such as hourly.
3. Enable security features like two-factor authentication for sensitive changes.
4. Configure data mapping to ensure accurate imports from external sources.
5. Review and test imports with a small batch of data.
6. Monitor for errors and adjust settings accordingly.
7. Schedule regular audits to maintain security compliance.

Best Practices and Tips

To make the most of customisations, follow these best practices. Test all changes in a staging environment first to avoid disrupting live operations. Regularly audit your settings to adapt to evolving business needs, and document changes for your team. This proactive approach can reduce errors and enhance overall efficiency. For further reading, visit our customisation best practices.