PDF Branding

Every PDF Geekonomics generates — invoices, estimates, purchase orders, statements, and most report exports — picks up your company's branding settings. One page to set it, every PDF respects it.

Setting It Up

Go to Settings → Invoice Branding. The form has five fields:

• Logo. Upload a PNG, JPG, or SVG up to 2 MB. The logo appears in the header of every PDF. Square or wide logos both work; the renderer scales to fit.
• Primary color. Hex code. Used for the header bar, section dividers, and accent text. Pick something with enough contrast against white.
• Footer text. A line at the bottom of every PDF. Most businesses use this for their address, registration number, or tax ID.
• Payment instructions. Free-form text included on invoices and statements. Bank wire details, "Pay by check to..." instructions, your Stripe pay-link policy — anything a paying customer needs to act on the invoice.
• Default terms. Boilerplate terms and conditions appended to invoices and estimates. Late fee policies, return windows, warranty language.

Save and the next PDF you generate picks it up. There's no preview button — generate any invoice PDF as a test.

Where It Applies

The branding settings flow into:

• Invoice PDFs (/invoices/:id/pdf)
• Estimate PDFs
• Purchase order PDFs
• Customer statement PDFs
• 1099 generation header
• Report PDFs (P&L, Balance Sheet, Trial Balance, AR/AP aging)

Email templates pick up the logo and primary color too, so a customer who receives a payment reminder sees branding consistent with the attached PDF.

What's next

Settings — for the rest of company-wide configuration.