Branding

Branding is the logo, colors, and wording adorabl puts on a customer invoice when you send it. Finance setup lists this screen as Invoice templates & branding.

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Open branding

The page subtitle is Logo, colors, and wording for invoices, receipts, purchase orders, and gift notes.

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What you set

Save stores the changes and puts them on the next invoice you send. Save stays off until you change a field or upload a logo. Cancel puts the last saved values back. The preview also shows how a receipt, purchase order, or gift note header would look. Those messages are not sent from this screen. Purchase orders and remittance advice still go out from Email sending.

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Send a branded invoice

On a posted invoice, click Send invoice in the header, or the same button beside Copy pay link. adorabl emails the customer and includes a PDF. The email and the PDF include the invoice date, due date, bill-to name and address, each line’s quantity and unit price, subtotal, tax, total, balance due, and the payment terms when the terms have a description. The email keeps the pay button. The PDF has no links. The customer needs an email on the invoice. If they do not, Send invoice reports This customer has no email on file. Sending also needs a verified identity on Email sending. Branding changes the look of the invoice. It does not replace the sending domain.

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Example: Trail Ridge Outfitters

Trail Ridge wants invoices to look like the store, not a generic notice.

1. On Branding, they upload a PNG logo, set the primary color, and set Business display name to Trail Ridge Outfitters.
2. They write a short greeting and signoff, check Preview, and click Save.
3. On an open invoice they click Send invoice. The customer receives the logo, the accent bar, and a PDF with the balance due.

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