Base Help Center

Customizing Payment Links to Match Your Brand

Your CRM allows you to tailor the appearance of your payment links to align with your brand's visual identity. By applying your brand's specific colors and styles, you can ensure a consistent and professional payment experience for your customers, which helps to build trust and recognition.

Applying your branding to payment links offers several key advantages:

  • Brand Consistency: All payment pages will display your company's colors and aesthetic.
  • Live Preview: See a real-time preview of your design adjustments before finalizing them.
  • Mobile-Friendly: The customized theme is automatically optimized for viewing on any device.
  • Quick Setup: Apply your existing brand settings instantly for a seamless setup process.
  • Enhanced Professionalism: A cohesive look reinforces your business's credibility.

Follow these steps to personalize the look of your payment links.

Step 1: Access the Customization Settings

Navigate to Payments > Settings > Payment Link Customization.

Step 2: Choose a Styling Method

You have two options for applying your brand's style:

  • Use Brand Board: This option automatically applies the color palette from a pre-configured Brand Board.
  • Choose Theme: This option allows you to manually select custom colors for the background and buttons.

Step 3: Configure Your Selection

  • If you selected Use Brand Board, choose the specific board from the Select a Brand Board dropdown menu.
  • If you selected Choose Theme, use the color pickers to set your preferred background and button colors.

Step 4: Preview and Save

As you make changes, the Live Preview Panel will update to show how your payment link will appear. Once you are satisfied with the design, click the blue Save button in the bottom-right corner to apply the changes.

Step 5: Verify the Changes

Open one of your payment links to confirm that the new branding is displaying correctly.

Using Brand Board Integration

Linking your payment links to a Brand Board is the most efficient way to maintain visual consistency. When you select a Brand Board, its colors are automatically applied to all your payment links. If you later update the Brand Board, those changes will be reflected across all links without any additional manual effort.

Frequently Asked Questions

Yes. The theme you select is applied globally to every payment link in your account, both existing and new.

No. The system applies a single, universal theme to all payment links.

What if I haven't created a Brand Board?

You can still customize your links by using the manual Choose Theme option to select custom colors.

Is the custom branding visible on mobile devices?

Yes. The styling is fully responsive and will display correctly on smartphones and tablets.

Does customization affect the security or functionality of the payment process?

No. These changes are purely cosmetic and have no impact on the security or technical processing of payments.

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