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How to Set Up Your Branding & PDF Templates in Britixo?
Setting up your branding ensures that all documents generated within Britixo — like invoices, proposals, contracts, and statements — carry your company identity.
A. Upload Your Company Logo
Log in to Britixo Go to https://britixo.com/app/login and sign in.
Go to General Settings Navigate to: Setup → Settings → General
Scroll to the Branding Section Locate the fields labeled:
Company Logo (PDF Documents)
Favicon (used in browser tabs)
Upload Logo File
Click Upload next to each field
Choose a high-quality PNG or JPG image (recommended size: 300x80px for logo)
Click “Save Settings” Your logo will now appear on invoices, estimates, and other PDFs.
B. Configure PDF Templates
Go to PDF Templates Settings From the sidebar: Setup → Settings → PDF
Choose a PDF Type to Customise You’ll see templates for:
Invoice
Estimate
Proposal
Payment Receipt
Statement Click on any to open the editor.
Edit Template Layout
Choose from different layouts (Standard, Elegant, Compact, etc.)
Enable/disable items like:
Client phone number
Staff notes
Company VAT or registration number
Payment terms
Add Custom Footer or Legal Text Scroll down to the Custom Footer / Legal Text box. You can add:
Terms & conditions
Refund policy
GDPR statement
Payment instructions
Preview Your PDF Use the Preview button to see what your document looks like before saving.
Click “Save Settings” Once satisfied, click Save . These settings apply to all future documents of that type.
Optional: Customise PDF Colours
Still in PDF Settings , you’ll see options to adjust:
Header background colour
Table border colour
Text colour
Use hex codes or select from the colour picker to match your brand identity.
Pro Tips:
Use a white background logo with transparent edges (PNG) for best results
Test your PDF with different clients to check layout alignment
Add your legal terms once to reduce risk on every invoice or quote
- © Britixo Software
- © CRM
- © Practice Management
- ⚙️ Settings & Customisation
- Accounting & Bookkeeping Software UK
- Accounting and Bookkeeping Module Guide
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- Real Estate Management Module
- 🎟️ Support & Tickets
- 👥 Clients & Contacts
- 👨💼 Team / Users & Permissions
- 📊 Reports & KPIs
- 📘 Getting started
- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
- 🗂️ Projects & Tasks
- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
Get Started with Free 14-Day Trial Britixo Cloud-based Software Solutions
Want to Arrange On-site Meeting with Britixo Experts First?
Britixo
Secure, Compliant Built For UK Businesses!
All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
Mailing Address: 71 - 75 Shelton Street, London, WC2H 9JQ, United Kingdom. UK: +44 845 508 9546. INT: +1 845 335 4280. Click here for Live Chat.
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BRITXIO IS THE TRADING NAME / BRAND OF PIXIE TECHNOLOGIES LLC. A REGISTERED COMPANY WITH COMPANY NO: 10053865 .
COPYRIGHTS PROTECTED © BRITIXO UK 2025
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