## 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.

Watch the video: [YouTube video player](https://www.youtube.com/watch?v=AAkSndMPfZw)

## Enable brands

1. Go to **Settings** then ==Features== then ==More Features==
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!

:::info

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.

:::

![image](./brand-image.png)

## 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

![](./2fff4613-4bc1-4254-ad4c-ab48063a320d-3jk.gif)

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

![](./84a4eac8-bc8c-4ffa-b5b0-c57238a4d043-a7g.png)

2. Click the **"Edit Brand"** tab

![](./fa856e51-c6dd-4f96-a7ff-7f936ab2eafd-y-0.png)

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

![](./indulge-brand-u18.jpg)

![](./brands-t7m.jpg)

4. ==Save changes==

## Brand logos 

Each brand needs to have it's own logo if you want the logo to be customer facing. Logos show up in places like email templates, invoice pay links and the customer portal. 

:::note 

Missing logos: If you are not seeing your logo on a customer-facing page like a customer portal or an invoice pay link, make sure you have a logo uploaded under each of 
your brands. 

:::

Having a logo set in your **Settings** on your ==Company Profile== tab will not be suficient to have any of your customers assigned to a brand to see your logo. You will need
to go and click into each brand, find the place to upload a logo, upload one and then save your changes. Below is a breakdown of the process. 

1. Go to your ==Brands== under ==Features== in your **Settings**
2. Click into the brand you need to edit 
3. Click the edit tab 
4. Scroll down until you see a heading called 'Brand logo' 
5. Upload your logo 
6. Save your changes 


## Delete a brand

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

![](./f3a24ba5-90d7-4acd-b9d6-751db1f40b6a-wnc.png)

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

:::info

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 
   ![](Pasted%20image%2020240411155215.png)
3. Click the blue link that says more advanced options 
4. Choose a different brand for the invoice 
	![](Pasted%20image%2020240411155134.png)
   
6. ==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

![](./001-w7c.png)

### 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 usecase example would be if you wanted to charge a large client and make them pay their invoice with a bank account, but have all of your other customers 
pay with credit cards. This is possible to do if you assign different brands to your customers and gateways. 

### Steps 

1. Enable Brands under your available features
2. Enable your gateways 
3. Assign your customers to specific brands. By default when you enable brands, customers will all be assigned the same brand. It is up to you to create more 
brands and then manually assign those to different customers. Make sure you assign the customer to the same brand you will assign to the gateway you want them to
use
4. Go to your payment processing tab in your settings and assign each gateway to a brand
5. Save your changes 

This is what an assigned brand will look like on a gateway:

![](Pasted%20image%2020240411155540.png)

### How ChargeOver chooses the brand 

When a payment is taken, ChargeOver uses the brand from the invoice to determine which payment gateway to use.

If the payment is not applied to any invoices, the brand from the customer is used instead.

:::warning

**Use caution when changing brands for a gateway!**

If you click into a gateway and add a brand that is current assigned to a different gateway, the brand will remove
itself from the other gateway it was assigned to. Use caution when adjusting assignments of brands to gateways.

:::