Branding
The Branding page (Settings → Workspace → Branding) gathers everything that shapes how your documents and portals look to a customer: your logo, your brand colours, and the closing note printed at the foot of each document type.
Who you are — registered name, address, accounts contact, VAT registration and VAT number — is not branding. All of it lives in one place, under Billing entities.
Logo
Upload a logo for your Virtual Control Room. It appears in the app and on every customer-facing document you generate. A square image with a transparent background works best. Large files are shrunk in the browser before upload (longest edge 800px; transparency is kept) — a logo is drawn 20mm tall on a PDF, and every PDF carries the logo's bytes, so an oversized upload would have weighed down every invoice you email.
Brand colours
Set the colours your customer-facing documents and portals follow — quotes, invoices, statements, job cards, and the customer portal. Without a colour set, documents use the default CleverCam rose.
- Primary — your main brand colour. It drives the document title, the meta ribbon's highlighted cell, the line-item table header, and the totals chip.
- Secondary (optional) — a supporting accent used for the "Bill to" / "Site" card keylines and section labels. If left blank, it matches the primary.
Pick a colour with the swatch or type a #RRGGBB hex value; a live preview shows a miniature invoice as you change it. You only ever pick one or two colours — the darker header shade, the soft tint, and the text colour are derived automatically, and the text colour flips between light and dark so it stays legible on whatever colour you choose. Click Reset on a colour to clear it back to the default. Changes save when you click away.
Document footers
These notes apply to every document unless a document template sets its own closing note for that type — a template's note wins for documents drawn with it. The templates page is also where the overall look of a document (layout, blocks, custom masthead) is chosen; this page decides only the logo, colours and these notes.
One short closing note per document type, printed in muted text at the foot of the document body — a thank-you line, a legal sentence, the hours your accounts desk answers, your banking details. There is one field for each of Quote, Invoice, Credit note, Statement, Receipt, Service report and Job card; leave a field blank and that document prints nothing extra. Each note saves when you click away.
Writing the note
Type plain text and it prints exactly as you typed it, line for line. If you want more structure, the same field accepts markdown:
| Type this | You get |
|---|---|
**bold** | bold |
*italic* | italic |
`code` | a monospaced run, e.g. a reference number |
- item | a bulleted list |
1. item | a numbered list — your numbers, not renumbered |
## Heading | a small heading |
> text | an indented aside with a keyline |
--- | a horizontal rule |
[text](https://example.com) | a link, printed in your brand colour and clickable in the PDF |
\* | a literal * (a backslash escapes any marker) |
The strip above each field carries five buttons — B (bold), I (italic), • (bulleted list), 1. (numbered list) and Link — which insert those markers for you. The rest of the table you type by hand. Preview shows exactly what the document will print, line breaks included; the same button flips to Edit to take you back.
Two things behave differently to a blog editor, on purpose:
- Every line you type is a line on the page. Two sentences on two lines stay on two lines; markdown elsewhere would join them into one paragraph. A blank line is a paragraph gap.
- A numbered list keeps your numbers. If you write
1.,2.,5., the page prints 1, 2, 5.
A footer with no markdown in it prints exactly as it always has. Markdown is opt-in, character by character — an existing note that happens to contain an unpaired *, an # mid-sentence, or a snake_case word is left alone.
The one thing that is picked up automatically is a hand-numbered list: lines that already begin 1., 2., 3. now print as a proper numbered list, so wrapped lines line up under the text instead of running back under the numbers.
Where each footer applies
| Footer | Applies to |
|---|---|
| Settings → Branding (this page) | every document of that type your control room issues |
| Billing entities → an additional entity | documents issued by that entity, per document type; a field left blank there falls back to this page |
| Settings → Documents → a template's Closing note for a document type | documents of that type drawn with that template — it wins over both rows above. A template whose note for the type is blank falls back to them |
Where the note sits on the page
The footer is a note, not a page footer: it follows the body of the document — after the terms on a quote, after the banking block on an invoice — and sits above the page-number line that every page carries. On documents that carry a signature block (quotes, job cards and service reports) the note prints above the signature, so everything the customer or technician signs for sits above their signature line.
Company profile
This card no longer holds any fields — it is two buttons:
- Edit legal & accounts identity… opens Billing entities, where your registered name, trading name, CIPC registration, address, accounts contact, VAT registration and VAT number are all edited on the default entity. Saving there updates the name on your document masthead too.
- Full company settings… opens the dedicated company page for team members and module access.
Until July 2026 the registered name, address and accounts contact were also editable here, and documents read the Contact details billing contact before the accounts contact. That meant the value you saw on this page was not always the value your invoice printed. There is now one editor and one value: documents print the accounts contact from Billing entities, and Contact details only routes replies. Nothing you had set was lost — existing values were carried across to the accounts contact first.