Setting up your company branding ensures all correspondence sent from your Re-Leased match your company branding. Start by completing address details and uploading a logo in Manage Companies under the Settings menu. These fields can be used in other areas as a merge field option.
Each company in your group needs its own Header and Footer set up for email and print. This allows each company to use the same set of templates with personalised branding. Please refer to Managing the Header and Footer.
Any templates you add are shared across all companies in your group so it's best to avoid using logos or specific names on these, use merge fields wherever possible. Please refer to the below:
- Correspondence Templates (emails and letters)
- Text Message Templates
- Forms and Agreements Templates
- Work Order Templates
Customers who are connected with Xero should manage the appearance of invoices in their Xero settings. If you have a Re-Leased company that is not connected to Xero, you can adjust the appearance of your invoices in Re-Leased settings. Please refer to Invoice Templates.
Customers who have Client/Trust accounts should also review the owner statement options area. Please refer to Owner Statement Display Options.