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Every PDF your accounting module produces — invoices, payment receipts, credit notes, bills, expense reports and quotations — is rendered from one shared, branded template. The Branding & Print settings control what that template shows: your company identity, logo, accent colour, font, default terms & conditions, and the bank/mobile-money details printed in the document footer. Set these once and every document you print or email from this book comes out consistent and on-brand.
Print settings are per accounting book. Each business has its own book, so branding you set here applies only to the business you are currently working in. Switch businesses to brand a different one.
You’ll find this at: Settings → ERP → Organization → Branding & Print (route /settings/erp/organization/branding).
📷 Screenshot: Branding & Print settings page showing the company identity, logo, customization, terms, and payment-instructions sections — to be added.

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How printing works

When you choose Print or Download PDF on an invoice (or bill, receipt, credit note, expense or quotation), the module:
  1. Loads this book’s print settings.
  2. Builds an HTML document from the matching template, filling in your company identity, logo, colours, the document’s own line items and totals, and the applicable terms.
  3. Renders it to an A4 PDF and returns the file.
You don’t configure templates per document type — there is one template family, and these settings shape all of them. The only per-document-type control is the default terms (see below), which lets a quotation carry different terms from an invoice.
📷 Screenshot: A rendered invoice PDF with logo, accent-coloured title and table header, totals block, terms and payment-instructions footer — to be added.

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Company identity

These fields appear in the document header and footer. When you first open a book that has never had print settings, the system auto-fills company name, legal name, tax ID, registration number and country from your Business Profile, plus a default accent colour and font. You can change any of it here.
Notes:
  • Uploaded logos are resized/normalised automatically and stored so the PDF renderer can always fetch them. If a logo upload can’t be made publicly readable, the system refuses it and asks you to try again rather than leaving a broken image on every document.
  • Use Remove logo to detach the current image. Documents then print with the logo area empty.
  • Maximum rendered logo size is roughly 64px tall / 140px wide; very large images are scaled to fit.
📷 Screenshot: Logo upload control with an uploaded logo and the Remove logo action — to be added.

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Appearance

📷 Screenshot: Customization section with accent-colour picker, font field, and the Display time / Amount in words toggles — to be added.

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Visibility toggles

These let you hide identity fields you’d rather not print without deleting the underlying value:

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Default terms & conditions

You can store standard terms that print in the document footer. There is a generic default plus a per-document-type default, so (for example) your quotations can carry different terms from your invoices. Which terms win, in order:
  1. Terms typed directly on the individual document (the document’s own terms field) always take priority.
  2. Otherwise, the matching per-document-type default above is used.
  3. Otherwise, the generic Terms & conditions is used.
  4. If none of those are set, no terms block is printed.
📷 Screenshot: Terms section showing the generic terms field plus the per-document-type term fields — to be added.

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Payment instructions

Set your bank and mobile-money details once and they print in the footer of documents (alongside the terms) so customers know how to pay. All are optional. The whole Payment Instructions block is shown only if at least one of these fields is filled in; blank fields are skipped.

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Receipt automation

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Fiscal (EFRIS) documents

If a document has been fiscalised through URA EFRIS, the template automatically adds a fiscal block — the FDN, verification code, a scannable QR code, the mode (online/offline) and the fiscalisation date. You don’t configure this on the branding page; it appears whenever the document carries EFRIS data. Reprinted fiscal documents are marked COPY. EFRIS itself is configured separately under Settings → ERP → Finance → EFRIS e-Invoicing.

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Who can change it

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Troubleshooting

  • Logo doesn’t appear on PDFs — check that Display logo is on and that a logo is actually uploaded. If you just uploaded one and it was rejected, try again (the upload is refused if it can’t be made publicly readable).
  • PDF won’t generate — PDF rendering relies on a headless browser on the server. If it is unavailable the download fails; this is an environment issue, not a settings one — contact your administrator.
  • Wrong company details on documents — remember settings are per book. Make sure you edited the branding for the same business the document belongs to.