Company details and brand
Set your business name, contact details, tax number, brand colour and logo, and see where each one appears.
Your business details and look are set in one place, Settings → General. Only administrators can open Settings.
Business details#
Under Your business you can set:
| Field | What it does |
|---|---|
| Business name | Required. Shown on invoices, quotes, emails, the client area and the public store heading. |
| Contact email | Where admin notifications go, such as accepted quotes and provisioning failures. It also appears in the business block on documents. |
| Address | Printed on invoices. Line breaks are kept. |
| Tax / VAT number | Printed as "Tax ID" in the business block on documents. |
| Brand colour | Buttons, links and highlights across the client area, emails and PDFs. |
| Logo URL | A link to a logo image. |
Press Save general settings to apply the whole tab. If you clear a field and save, the setting is removed and its default applies.
Brand colour#
Pick a colour with the picker or type a hex value such as #0e7c86. Three-digit values (#abc) and values without the # are accepted and tidied up on save.
The default is Tidemark teal, #0e7c86. Clear the field and save to go back to it.
Tidemark does not use your colour exactly if that would make text hard to read. For the light and the dark theme separately, it moves the colour's lightness by the smallest amount needed until:
- buttons stand out from the page background (contrast of at least 3:1),
- text and links in the brand colour are readable on the page, on cards and on their own tinted background (at least 4.5:1), and
- the text on a filled button is readable (at least 4.5:1).
Hue and saturation are kept. When an adjustment was needed, a note under the field shows the colour that text and links will actually use in each theme, and a preview chip shows the button colour for both themes.
Emails and PDFs always use the light-theme version of the colour, because they cannot follow a visitor's theme.
Logo#
Paste the address of a logo image into Logo URL. It is used:
- in the client area header and on the login page,
- on the public store at
/store, - on invoice and quote PDFs.
Leave it blank to use the Tidemark mark. The admin area always shows the Tidemark mark.
For PDFs, the logo is read from your own public/ folder when the address points at your own site, and otherwise downloaded when the PDF is made. Images larger than the built-in size limit are skipped, so use a small file. A data:image/ address with a PNG, JPEG, GIF, SVG or WebP image also works.
Client accounts#
The Allow self-registration switch, in the Client accounts group, controls whether visitors can create their own client account. It is on by default. Turn it off if you want to create every account yourself. Registration also has to be allowed by the server configuration (BILLING_REGISTRATION, which is on unless you changed it).