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Company details and branding

Your company details and logos appear on invoices, emails and the client area. The quickest way to set them, with a brand color and sign-in page style, is the Branding step of Quick setup.

  1. Go to System → Settings → System. The Company Details tab opens.
  2. Fill in the name, email, phone and address.
  3. Set Logo URL, Logo URL (dark mode) and Favicon.
  4. Optional: add your company and VAT numbers, bank details and a signature.
  5. Select Update Settings.

The Company Legal tab holds your terms of service and privacy policy texts.

The Company Details tab with the name, contact details, address and logo fields.

System Settings, Company Details tab.

System → Settings → Theme shows the client area theme (Palisade) and the admin theme. Select Settings next to Palisade to choose the first color mode visitors see, what the header and sign-in page show, and more.

The Themes page with the Palisade client theme and the default admin theme.

The Themes page.

See Configure Palisade for presets, navigation and checking the result as a visitor and client.