Branding Configuration Example

Summary

This guide explains how to add custom branding within the LogiSense Billing UI which will be displayed to all users who are setup under the owner.

For additional details on the fields presented on this screen see the Owner Configuration screen help guide.

Prerequisites

• Branding can be setup immediately, there are no prerequisite configuration steps

Sample Configuration

1. Log into your LogiSense Billing application

2. Click on the Setup menu, User & Accounts and then Owners

   

    

3. On the owner screen that loads click on the Branding tab on the left

   

4. There are two logos that are displayed in the application. The large logo appears when the browser width is set to greater than 1280 pixels and the small logo appears when the browser is set to a width at or below 1280 pixels. To add your logos (ping, jpeg or gif) first click on the upload icon

   

5. After you select your large and small logos they will be displayed on the branding screen. To commit the branding changes click Save

   

Result

The small and large logos will now appear in the application for users setup under the owner.

Browser width above 1280px displaying large logo

Browser width below 1280px displaying small logo

Next Steps

• Owner Configuration Optional Steps:

  • Optional: you can define custom invoice and credit note numbering schemes if desired. See the Automatic Naming Configuration Example article for instructions

  • Optional: if you need to translate product names on invoices you can configure translations on locales now or at a later time. See the Locales Configuration Example for a sample configuration

  • Optional: if you wish to define custom payment types you can do so now or at a later date. See the Payment Types Configuration Example for instructions on how to add a payment type

  • Optional: if you need to integrate the LogiSense Billing application with an external payment gateway you can do so now or at a later time. See the Payment Gateway Configuration Example for instructions on how to configure a gateway

• SMTP Settings Optional Steps:

  • Optional: SMTP settings allow the system to send emails. New users cannot be emailed with a link to setup their passwords until SMTP settings are configured. This step does not need to be completed until you are ready to setup new users. See the SMTP Settings Configuration Example for instructions on how to setup and test SMTP Settings

• Users and Roles Optional Steps:

  • Optional: Users and roles define who can access the system and what they can access. See the Role Group Configuration Example article as a starting point for setting up users and roles

• Account Settings Required Steps:

  • Account types, statuses and contacts need to be configured before proceeding to other required steps. See the Account Types Configuration Example article to start setting up the required account settings