Topic · Autessa Payments
Customer List and Invoice Branding
Autessa Payments keeps a customer list with what each person paid and owes, and puts your logo, color and terms on every invoice, pay page, checkout and email.
Features
What is in customers and branding?
A customer list that fills itself from invoices and subscriptions, with totals per customer, plus your logo, color and terms on every invoice, page and email. Each feature has its own page with how it works, every option, who can do what and FAQs.
Customer list
Autessa Payments keeps a customer list that fills itself from invoices and subscriptions, with paid, outstanding and subscription totals for every customer.
Read more →Invoice and checkout branding
Autessa Payments brands every invoice, PDF, pay page, checkout, billing page and email with your logo, accent color and terms, sent in your business’s name.
Read more →At a glance
How Autessa Payments handles customers and branding
Customer list →
- Columns: name, app they signed up in, invoices, paid, outstanding, subscriptions and last activity, most recently active first.
- Search by name or email; 25 per page.
- Add a customer yourself with name, email, phone and address (the address is used for sales tax); each email belongs to one customer.
Invoice and checkout branding →
- Logo: PNG, JPG or WEBP under 1 MB.
- Accent color for the Pay button and the line under your invoice header; it must be dark enough for white text, and Autessa asks for a darker one if not.
- Terms and notes printed on every invoice, up to 1,000 characters.
FAQ
Questions about customers and branding
Do I have to add customers before invoicing?
No. Sending an invoice adds or updates the customer automatically, matched by email.
Where does my branding appear?
On invoices and PDFs, the pay page, checkout, the billing page and every customer email.
100% customizable, code and all
Make Autessa Payments fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours