Branding & Core Configuration

Before you begin importing clients or sending out quotes, you must define exactly how your company appears to the outside world. This establishes trust, ensures legal compliance, and makes your automated communications look highly professional.

Navigate to Platform Settings -> Company Profile to complete these steps.

Branding & Aesthetics

Your Company Logo and Primary Brand Color are more than just aesthetic choices—these tokens dictate how your PDFs, your automated emails, and your unique Client Customer Portal are stylized.

1. Logo Uploading: Click the upload box to attach a high-resolution PNG with a transparent background. This prevents ugly white squares from appearing on dark email themes.
2. Brand Color: Select your hex code (e.g., #2563EB for a nice royal blue). All interactive buttons in the customer-facing estimates, text messages links, and email footers will automatically adopt this color to reflect your brand's identity perfectly.

Setting Your Legal Terms & Conditions

Within the Company Settings, define your Default Invoice Terms. Whatever legal text you input here will be natively injected at the absolute bottom of every single PDF invoice and Quote you ever generate.

Common examples for your attorney to review include:

"Payment due upon receipt. 1.5% interest accrued monthly on past due balances. All merchandise remains the property of Example HVAC until invoice is paid in full."

Taxation & Surcharging Settings

How you handle taxes and credit card processing fees fundamentally changes your profitability. In the Taxes & Fees settings pane:

• Sales Tax Rate: Set your local jurisdiction's standard rate (e.g., 8.25%). This globally applies to all line items you create unless you explicitly mark a specific line item as "Tax-Exempt".
• Pass-Through CC Fees (Surcharging): If activated, your client portal will automatically add processing fees (usually 2.9% + 30¢) to the total if the customer attempts to pay via Credit Card through Stripe, while waiving the fee for ACH Bank Transfers.

[!CAUTION] Credit Card Surcharging Laws Ensure you are legally permitted to pass credit card fees to your customers in your specific state or country! Jurisdictions like New York, Massachusetts, and Connecticut have incredibly strict consumer-protection laws regarding surcharging limits and required disclosures. Please consult a legal professional.