Brand your company
Enhance your company's brand identity by customizing emails and documents, adding logos, or creating branded templates. The following table describes your branding options and points you to more specific information on each option.
| Branding option | Details | Related topics |
|---|---|---|
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For your customers |
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| Printed document templates |
You can use printed document templates to create customized, professional templates for your printed invoices, sales orders, purchase orders, and more. Use printed document templates across Accounts Receivable, Order Entry, Purchasing, Inventory Control, and Construction. Printed document templates combine the formatting power of Microsoft® Word with the flexibility of merge fields from Sage Intacct. Together, these components display specific account data from Intacct on your printed documents. The templates allow you to share the information you want in the format you need. |
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| Cover letters |
A cover letter is a document that you can include in a group of reports. When you send the group of reports, use the cover letter to introduce the reports and describe what information they contain. In Intacct, you can create a cover letter and include it in a memorized report group. For instance, an accountant might use a cover letter to introduce a package of reports sent to a client. |
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| Email templates | Email templates allow you to send documents by email with a standard message and consistent formatting. You can use them to automate common communications (such as monthly invoices, statements, purchase orders, or contract renewals), while still allowing flexibility when you need to customize a message. Currently, email templates can only be used with sales documents (Order Entry transactions, including invoices generated from Contracts or Projects), contract renewals, or AP bank remittance documents. |
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| Email delivery domain settings |
Send emails—such as invoice or statement emails—on behalf of your domain to reinforce your brand to customers and ensure that your emails are delivered to their inbox. |
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| Logos |
You can add an image of your logo to the following items:
When an entity‑level logo is uploaded, it appears on AP bank remittance documents when the applicable template is used. If no entity‑level logo is uploaded, the company logo appears instead. Upload all logo images in GIF, JPEG, or PNG format and adhere to specific pixel requirements. |
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| Marketing text and message |
This text appears in the top and bottom portions of your customer documents that use the available default templates. The Marketing text appears below your transaction header while your Message text appears in or above the footer of your transaction. |
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For your company |
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| Co-branding logo | You can replace the Sage Intacct logo with your own logo at login and on other pages. The logo must be 216 x 43 pixels and in GIF, JPEG, or PNG format. | |
