> ## Documentation Index
> Fetch the complete documentation index at: https://docs.financely.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Branding

> Configure your logo, colors, and email identity — applied globally across invoices, widgets, and emails.

# Branding

Go to **Settings → Organization → Branding** to configure your organization's visual identity.

## What branding controls

Changes made here are applied globally across:

* **Invoice templates** — your logo and brand colors appear on generated PDFs
* **Widgets** — the widget's default styling uses your brand colors
* **Email templates** — the from name, from address, and logo are used in all outbound emails (invoice emails, proposal emails, invite emails)
* **Generated sites** — if you use the site builder, your branding is applied to the generated HTML

## Logo & favicon

**Logo**
Upload your company logo. Supported formats: PNG, SVG, JPG, WebP. The logo appears on invoice PDFs and in email headers.

Click the upload area or drag and drop a file. A preview is shown immediately. The logo is saved when you click **Save** at the bottom.

**Favicon**
Upload a small icon (typically 32×32 or 64×64 px) that appears in browser tabs. SVG or PNG recommended.

## Company name

The company name is used as a display name in email headers and on invoices where the seller name is drawn from branding rather than from a data binding. This can differ from your organization name.

## Brand colors

Set three brand colors using the color picker (click the color swatch) or by entering a hex code directly.

| Color         | Default   | Used for                          |
| ------------- | --------- | --------------------------------- |
| **Primary**   | `#2563eb` | Main buttons, links, highlights   |
| **Secondary** | `#6b7280` | Secondary buttons, muted elements |
| **Accent**    | `#10b981` | Success states, badges, accents   |

A live **preview panel** at the top of the page updates in real time as you change colors, showing how they look in a header and button context.

## Brand gallery

Upload a collection of brand images (photos, graphics, assets) to keep them accessible for use in the site builder and templates. Images are displayed in a grid — hover to reveal the delete button.

## Brand description

A rich text field for describing your brand — values, tone of voice, company story. This text is passed to the AI when generating sites, widgets, and email content, so the AI can write in your brand's voice.

## Email settings

| Field            | Purpose                                                                                           |
| ---------------- | ------------------------------------------------------------------------------------------------- |
| **From name**    | The sender name recipients see in their inbox (e.g. "Acme Corp")                                  |
| **From address** | The reply-to email address on all outgoing emails                                                 |
| **Footer text**  | Appears at the bottom of all outbound emails — use for legal text, address, or unsubscribe notice |

<Note>
  The from address is a reply-to address only. Emails are sent through Financely's mail service (Resend). Custom sending domains are available on higher plans.
</Note>

## Saving changes

A **sticky save bar** appears at the bottom of the page whenever you have unsaved changes. Click **Save** to apply. Click **Cancel** to discard. Navigating away without saving will prompt a confirmation.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Logo is not appearing on invoice PDFs">
    After uploading the logo, make sure you click **Save**. Then regenerate the PDF on the invoice — previously generated PDFs are cached and won't update automatically.
  </Accordion>

  <Accordion title="Brand colors are not reflected in the widget">
    Widget styling uses the brand colors at the time the widget was last saved. Open the widget in the Integrations page, make a minor edit, save, and republish to pick up the latest brand colors.
  </Accordion>

  <Accordion title="Email is showing the wrong from name">
    Check **Settings → Organization → Branding → From name**. If it's blank, a default name is used. Fill it in and save to override.
  </Accordion>
</AccordionGroup>