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Settings and Branding

Last updated Apr 25, 2026

Settings is where clients connect Stripe (so they can actually receive money), brand their invoices, and configure post-payment automation. Walk every new client through this section before they send their first invoice.

Payment settings

Connecting Stripe

  1. Go to Settings → Payment
  2. Click Connect Bank Account with Stripe
  3. You're redirected to Stripe — log in or create an account
  4. Complete Stripe's onboarding: business details, bank account, ID verification
  5. When approved, you're bounced back; the panel shows "Stripe Connected"

Critical: ResellPortal does NOT touch transaction funds. Money goes directly from the customer to your client's bank via Stripe. We don't see it, hold it, or skim it. This is one of the strongest selling points of the product.

If your client can't use Stripe

Some countries aren't supported. In that case:

  • Send invoices without payment links — the client manually accepts payment via bank transfer, cash, or alternative methods
  • Mark invoices as Paid manually once payment arrives
  • Reminders still work — Stripe is optional for the rest of the workflow

Business information & branding

Professional identity

  • Business Name — appears at the top of every invoice
  • Phone Number — for client follow-ups
  • Physical Address — required for legal/tax compliance in many jurisdictions
  • Tax ID (optional) — for B2B clients who need it for their books

Logo upload

  1. Click Upload Logo
  2. Choose a file — accepts JPG, PNG, GIF, or SVG, up to 2MB
  3. Logo appears at the top of every estimate and invoice

Best practice: use a PNG with transparent background, 500–800px wide. JPG works but doesn't look as crisp.

Brand color

Pick a hex color from the color picker. Used for:

  • Buttons (Pay Now, Accept, etc.)
  • Borders and accent lines on invoices
  • Header background bands

Match the client's logo color for visual consistency.

Profile and security

Profile

Edit personal info — first name, last name, role/title, profile picture (different from business logo). Used in email signatures and team views.

Change password

Standard flow — current password, new password (min 8 characters), confirm. Recommend a password manager.

Notification preferences

Each client can configure which emails they want to receive:

  • New estimate accepted
  • New invoice paid
  • Overdue invoice reminders sent
  • Recurring invoice generated
  • Stripe payout completed
  • Weekly summary email

Recommend keeping "new invoice paid" on at minimum — the dopamine hit of the email is the #1 user-stickiness driver.

Reseller checklist for new clients

  1. Walk them through Stripe Connect on day 1 — without it, the product is half-functional
  2. Help upload their logo and pick brand color before they send any client-facing document
  3. Confirm business address and phone are populated
  4. Suggest enabling review automation (next page covers this)
  5. Send them a 5-minute "first invoice" tutorial — once they send one, they keep using the platform