Invoice Branding

Make every invoice, estimate, and receipt look like it came from your business — logo, colors, layout, and the small print under your control.

Logo

Your logo is the first thing the customer sees on every document Kantivo generates. Adding it takes seconds:

1. Open ⚙️ Company Settings → 🎨 Invoice Branding
2. Click Upload Logo
3. Pick a PNG, JPG, or SVG file
4. The live preview redraws so you can confirm it sits right

Color Palette

Two color settings drive the rest of the document — headers, borders, totals row, accent details:

• Primary — header band, section titles, primary labels. Use your main brand color here.
• Accent — highlights, total amounts, decorative rules. A complementary shade.

Type a hex value (e.g. #2563eb) or use the built-in color picker to grab something visually.

Layout Templates

Kantivo ships four layouts. Each presents the same billing data with a different visual personality — pick the one that fits your industry's expectations.

Switch templates in ⚙️ Company Settings → 🎨 Invoice Branding. Each one shows a live preview before you commit.

Show/Hide Fields

Not every invoice needs every business detail on it. Toggle individual fields off when they're not relevant:

• Phone — show or hide
• Email — show or hide
• Tax ID / VAT — required in some jurisdictions, optional in others
• Company registration number — for businesses where this needs to appear on commercial documents
• Website

Toggles apply to future invoices only — already-generated PDFs aren't retroactively changed.

Window Envelopes

Invoices that leave the building on paper can skip the addressing step entirely. Switch this on and Kantivo prints the bill-to address at the spot a standard #10 window uncovers: fold the sheet in thirds, drop it in the envelope, done.

1. Go to ⚙️ Company ⚙️ Company Settings → 🎨 Invoice Branding
2. Turn on Position the customer address for window envelopes
3. Hit Print Alignment Test. Fold the sheet on the marks and try it in one of your envelopes
4. Address not sitting in the window? Adjust Nudge right and Nudge down in inches — negatives go left and up — and re-test
5. Save, and the layout applies to everything you print or email from that point on

The geometry is built around the US #10 window: 4½" by 1⅛", set ⅞" in from the left. A tri-folded letter can slide roughly half an inch vertically and an inch horizontally inside a #10, so the address is placed to remain visible through all of that travel rather than only when the paper sits perfectly.

Knock-on effects

• Document number, dates, terms and balance shift right of the window zone so the window shows the address and nothing else
• The customer email drops out of the address block — postal addresses don't carry one
• Light fold ticks appear on the left margin as a guide, and can be disabled
• Your company block prints top-left, serving as the return address

Custom Text

Four free-text fields let you control the language on every document:

Payment Instructions

Tell the customer exactly how to pay. ACH details, accepted card types, a link to a checkout portal — whatever you want them to do next.

Terms & Conditions

Your standard payment terms (Net 15, Net 30, Net 60), late fee policy, and any service-specific conditions you want on the record. Prints on every invoice.

Thank-You Message

A short closing — "Thanks for the work this month," "We appreciate your business," whatever fits the relationship. Small touch, big perception lift.

Footer

Reserved for legal disclaimers, refund policy text, or regulatory notices that have to appear on billing documents in your jurisdiction.

Per-Company Branding

Each company in your Kantivo install has its own independent branding configuration: logo, colors, template, visibility toggles, and custom text. Switching active companies loads that entity's settings automatically — Acme LLC's invoices stay Acme LLC's invoices, and your second business doesn't accidentally inherit them.