Brands

Overview

If your company operates under multiple business names, enable brands! By enabling brands in ChargeOver you can customize your ChargeOver invoices, currencies, language and even payment gateway mapping for your payments.

For example, you can set a different, address, phone number, and email to show up on invoices for each of your brands. You can also set a specific language, currency, and even separate invoice numbering systems for each brand.

Enable brands

1. Go to Settings then Add-Ons then More Add-Ons
2. Search for "Brands" and click the Get Started button

3. Set "Enable Brands?" to "Yes" and click Save

Brands are now enabled in your ChargeOver account!

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If you are creating multiple brands, make sure that you select a default brand for your account! That brand will automatically be assigned to customers when they are created unless specified otherwise.

Create a brand

1. Click the New Brand button

2. This will bring you to a page that allows you to fill out information for your brand, such as the invoice numbering system, currency, language, address, phone number, and email

3. Once you have filled out all the necessary information about your brand, click Save Changes

Edit a brand

1. Click on the name of the brand in your list of brands

2. Click the "Edit Brand" tab

3. Fill in the name, address, social media links, logo and more, all specific to the Brand you are creating

4. Save changes

Delete a brand

1. Click the three vertical dots next to the edit button

Once you have more than one brand set up in your account, you will be able to select the brand that each new customer you create should be under.

Brands and hosted sign-up pages

You can access each hosted sign-up page via each brand's URL or CNAME.

The domain name you use to access the hosted sign-up page determines a few different things.

• What logo is shown on the page
• What brand the resulting customer is assigned to
• The brand the subscription and any resulting invoices are assigned to

Change a customer's brand

1. Go to the customer you want to update
2. Select Edit tab at the top
3. Scroll through the settings until you find the Brand dropdown and select the new brand from the dropdown
4. Click Save at the bottom

Change an invoices brand

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An invoices brand depends on the subscriptions brand it is related to. Also, if you change the customers brand, it will not change the brands already set on the existing subscriptions or invoices.

1. Go to the invoice
2. Click edit invoice under the invoice actions on the right side of the screen
3. Click the blue link that says more advanced options
4. Choose a different brand for the invoice
5. Save your changes

Set up custom domains for each brand

1. Navigate to your Settings and find the Brands add-on
2. From your list of brands, select the brand you want to assign a URL. On the next page, select the "Edit" tab
3. At the bottom of the edit page, there will be a dropdown for you to select the URL that should be associated with this brand

Things to keep in mind

• If you add a second CNAME or custom domain, and do not attach it to a specific brand it just makes the account available at the new URL in addition to the previous URLs
• When you attach a custom URL to a specific brand...
  • Each customer's Update your pay method links will use the domain attached to the brand
  • Invoice and Quote links will use the domain attached to the invoice's brand
  • If you access a hosted page via a specific brand's CNAME, the logo etc. on the hosted page will use the brand corresponding to the domain you accessed it on
  • If you access the customer portal via a specific brand's CNAME, the logo etc. on the portal login page will use the brand corresponding to the domain you accessed it on

Using brands with gateways

If you would like to have certain customers use a certain payment method, or you want to separate your income by brand, you can assign brands to your gateways!

A common scenario would be if someone wanted to charge a large client and make them pay their invoice with a bank account, but have all of their other customers pay with credit cards.

Once Brands has been enabled, you can go to your payment processing tab in your settings and assign each gateway to a brand you accessed it on!

Like this:

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Be careful with changing the brands on your gateways! If you click into a gateway and add a brand that has already been added to a different gateway, the brand will remove itself from the other gateway it was assigned to. This could mess up how your payments are mapped, so always use caution when doing this.