Add a standard branding theme

Add a standard or branding theme to use with invoices, credit notes, statements, quotes, purchase orders, receipts and remittance advices. You can set up multiple themes to use in different situations. For example, if you run more than one business under the same company structure, you can use different themes for each business.

There's no limit to the number of themes you can add. You can add a new theme from scratch or copy an existing theme.

To add a standard branding theme:

  1. In the Settings menu, select General Settings.
  2. Under Features, click Invoice Settings.
  3. Either:
    • Click New Branding Theme, then select Standard to add a new theme.

      Image showing Invoice Branding screen and New Branding Theme button.

    • Find the standard theme you want to copy, click Options then select Copy.

      Image showing Copy from Branding Theme Options.

  4. Name your theme.
  5. Edit specific components of your theme.
  6. Click Options, then select Preview to see how the theme will look to your customer, You can see both desktop and mobile views of your theme.
Documents that use a standard theme display the postal code and country in uppercase according to your country's postal standards. You can change this to title case if required.