Templates, logo and colours

BillingMart has four separate looks. Templates set the layout of the invoice PDF. The Pay page sets the colours and words on the page where your customer pays. Your business logo shows on that pay page. Branding under Settings sets the logo and colours of your customer portal. Your logo is not printed on the invoice PDF, and the emails are plain text with no logo.

Note: A template or a pay page theme is a draft until an owner or an admin publishes it. Nothing a person or the AI drafts reaches a customer before that.

Invoice templates

Templates lists your templates with their state, draft or published. A template is an ordered list of blocks: header, business details, client details, invoice number and dates, line items table, totals, notes, terms, pay link, footer text and spacing. You also choose a Page size, A4 or Letter, and an Accent token, one of BillingMart's own accent names.

1. Select New blank draft, or Design with AI, describe the look you want and select Propose a draft. The AI returns blocks only, never markup.
2. Edit the draft. Move or remove blocks, set their alignment, switch them on or off and edit the plain text of a header, footer, notes or terms block. Text cannot contain markup or a web address.
3. Select Preview PDF to see a sample invoice drawn by the same renderer your invoices use.
4. Select Save draft. An admin or owner selects Publish, and may be asked to confirm it's you.

Publishing is refused until the template has a line items table and totals, and a block that should appear once appears once. The page lists what is missing. A published template cannot be edited. To change one, make a new draft. Staff can draft and preview. Viewers can only look.

Templates are part of the plans that include the template designer. Without it you cannot save a draft, even a blank one, or publish one. Design with AI also uses AI credits.

A published template is used only by an invoice that names it. The invoice editor in the console has no template choice today. An invoice can name a published template when it is created or updated through the API or a connected assistant. Every other invoice uses the standard layout. A draft template can never be named.

The pay page theme

Under Pay page, a theme sets a headline and subheadline, a single or split layout, whether line items show, and three colours (accent, on-accent and accent-soft) for the light and the dark theme. Every colour pair is checked for readability in both themes, and a theme that fails cannot be published. A theme can also name a logo, which must be the business logo or a file in your own workspace. Themes are kept per business. The newest published theme of a business is used on its invoice pay links, including links already sent, the next time they are opened.

Your logo

• Business logo. Open Businesses, open the business and use Logo (PNG, JPEG or WebP, up to 2 MB), then select Save changes. Owners and admins can set it. It shows beside the business name on the pay page, for invoices and for payment links.
• Workspace logo and colours. Under Settings, then Branding, an owner can upload a logo and a favicon and turn on Custom accent colours. The logo replaces the BillingMart wordmark in your console and on its sign-in screen, and shows in the customer portal and on the page an invited person opens. The colours apply to the console and the portal and are checked for readability. This needs a plan that includes your logo and colours.

If a logo was not uploaded to your workspace, it is not shown to anyone. Upload it again.

What is not branded

The invoice PDF has your business name and details, not your logo. Invoice, reminder and receipt emails are plain text. A small "Powered by BillingMart" mark appears on the pay page, the PDF and the emails of workspaces on the entry-level plan. Other plans show none.