Brand and portal settings

Insight, then Brand and portal. Everything customers see about your identity, in one page, applied immediately.

Full field-by-field detail is in the installation guide: business details and branding. This page covers what changes after go-live.

Changing your accent colour later

Safe to do any time. It repaints the portal, storefronts and PDFs on the next page load. Check it in the live preview panel first: light colours that look fine in a swatch can be unreadable as button text on a cream background.

Renaming your shop

The shop name appears on documents already issued as a stored value on that document, so renaming does not retroactively rewrite old invoices, which is what you want for anything a customer has already paid.

New documents pick up the new name immediately. If you are rebranding, tell your customers before the first invoice with a new name lands, or you will field calls asking who you are.

Turning portal features off

Toggle	Turn it off when
Show YTD spend	Your customers are consumers rather than businesses, and a running total feels intrusive
Show reorder favourites	Your work is mostly bespoke one-offs, so previous SKUs are not a useful starting point

Both are on by default and both are usually worth keeping for trade accounts.

What is not here

Setting	Lives in
Invoice document branding, tax number, payment instructions	Invoice template
Production stage names	Workflow stages
Prices and discounts	Price lists and pricing rules
Store appearance per customer	Affiliate store editor
Message wording	Templates