Brand a company's invoices

Set the logo, colors, and customer-facing contact details that appear on a company's invoice PDFs, payment pages, client portal, and invoice emails.

Whose Identity Goes On The Invoice

An invoice is sent by the company, not by the accounting firm that keeps its books. Invoice branding is therefore set per company: its logo, its colors, its billing email. LedgerHQ does not put itself on the masthead.

Open the company workspace, go to Settings, and find the Invoice branding section. Firm staff and the company's own owners both edit the same settings.

LedgerHQ company Settings showing the Invoice branding section with logo, colors, and contact fields beside the live invoice preview

Logo

Upload logo accepts PNG, JPG, or WebP. Wide logos work best — the invoice renders it across the top-left, so a horizontal wordmark reads better than a tall stacked mark. Once one is set the button becomes Replace logo, and Remove clears it.

With no logo, invoices fall back to the company's initial in a square tinted with your primary color.

Invoice Colors

Primary color is the ink for the company name and the word Invoice. Accent color is the rule across the top of the document and the small contact icons. Pick from the swatch or type a hex value into the field beside it.

Keep the primary color dark enough to read as text. The accent is where a brand color belongs.

Invoice Contact

These are the customer-facing details:

Billing email — where a customer replies about an invoice.
Business phone — the number to call about a bill.
Website — the company's public site.

These are deliberately separate from company-owner contact records. An owner's personal email or cell number is for access and outreach inside LedgerHQ, and is never used as the sender identity on a customer's invoice.

The company name and registered address are not repeated here — invoices read them from the existing Company Settings fields, so there is only one place to correct a legal name or address.

Preview, Then Save

The panel on the right redraws as you type: logo, colors, the From block, and the contact strip, laid out the way the real document is. Nothing is stored until you click Save invoice branding, other than a logo upload or removal, which applies immediately.

Where The Branding Shows Up

Once saved, the same identity carries across every surface a customer sees:

the invoice PDF, whether downloaded from LedgerHQ or from a link;
the payment page a customer opens from a pay link;
the client portal invoice list and its PDFs;
invoice emails, including the header and the document itself.

A small "Sent securely with LedgerHQ" disclosure stays in invoice email. It is a trust marker, not the sender — the company's name and logo remain the letterhead.

API And MCP

REST: GET /api/v1/invoice-branding and PATCH /api/v1/invoice-branding, scoped by the company organization header.
MCP: get_invoice_branding and update_invoice_branding.

Both surfaces read and write the same fields as the Settings section: logo, primary and accent colors, billing email, phone, and website.