Understand Branding Themes

BETA

This feature is currently in beta and may change over time. During the beta period, functionality, availability, and performance may vary.

To join the Beta program, request Beta access.

Control how invoices and customer-facing billing documents appear using Branding Themes. Customize logos, colors, fonts, and layouts to deliver a consistent brand experience across Invoices, Public Signup Pages, and emails. Branding Themes are useful when you manage multiple brands or need different Invoice designs for different Customers or Subscriptions. They help you maintain consistent branding without creating separate billing Sites.

Go to Config > Branding to create and manage Branding Themes.

Key capabilities

Branding Themes currently support:

• Invoices
• Public Signup Pages
• Email styling templates

With Branding Themes, you can:

• Create multiple branded themes within a Site.
• Assign specific themes to Customers, Subscriptions, or Invoices.
• Maintain consistent brand presentation across Invoice delivery channels.
• Launch new brands without creating additional Sites.

Common use cases

Branding Themes are particularly useful in multi-brand or multi-region environments. They allow you to adapt visual presentation without restructuring your billing architecture.

Common scenarios include:

• Managing multiple brands under one corporate entity.
• Supporting region-specific branding requirements.
• Applying unique branding for enterprise Customers.
• Issuing one-time or ad hoc Invoices with different visual requirements.

How Branding Themes work

Branding Themes provide a structured, visual way to design how your Invoices appear. Using a drag-and-drop editor, you can configure logos, fonts, colors, and layout elements without writing code.

After creating a theme, you can assign it at different levels within your billing structure. When an Invoice is generated, Maxio applies the most specific available theme based on a defined hierarchy.

Theme assignment hierarchy

Theme assignment follows a hierarchical model. Maxio evaluates each level in order and applies the most specific assigned theme available at the time the Invoice is generated.

The hierarchy is as follows:

• An explicit theme selected directly on the Invoice.
• The theme assigned to the Subscription. If you don't explicitly assign one, and your Site has a default theme configured, new Subscriptions automatically use that default theme.
• The theme assigned to the Customer. If you use Maxio Core, you can configure a Default Branding Theme in Advanced Billing Settings' Invoice Defaults. New Customers created in Maxio Core, or synced in through a connected integration (Salesforce, HubSpot, Pipedrive, QuickBooks, Xero, NetSuite, Sage Intacct, or Rillet), automatically get that theme when they're created, and it syncs to the Customer's Advanced Billing record. The default isn't applied retroactively to Customers that already exist, and you can still clear or change the theme on any individual Customer.

If no theme resolves at any of these levels, the Invoice renders using Advanced Billing's standard, non-themed Invoice template.

Prerequisites

Using Branding Themes requires invoice-centric billing to be enabled on your Site.

Limitations

A Site can have up to 15 Branding Themes.

Related information

To design and publish your first theme, see Create a Theme.

If a theme update fails or a logo upload is rejected, see Troubleshoot Themes.

To apply consistent invoice branding and email styling across both Advanced Billing and Maxio Core, see Using Themes.

To configure the Default Branding Theme applied to new Customers in Maxio Core, see Configure Advanced Billing Settings.