Appearance
Brand & company setup
Out of the box OpsMerge looks like OpsMerge. After this article the client portal and every PDF invoice you send look like your MSP. Allow 10 minutes.
Where to find it
Settings → Portal branding (cog icon, bottom-left of the sidebar).
What you'll set
There are two layers of branding inside OpsMerge:
| Layer | Visible to | Things you set |
|---|---|---|
| Client portal | Your clients | Portal logo, primary & secondary colours, footer text, privacy/terms links, CSAT white-labelling |
| Documents | Your clients (via PDF) | Invoice logo, footer, registered company details, payment instructions |
You can set them all in one sitting or come back later. Defaults work fine for anything you skip.
Step 1 — Client portal
The client portal is where your clients log in to see tickets, invoices, and assets. It lives at the same app.opsmerge.cloud URL as your admin app — clients land on the portal automatically based on their role. Everything here is set under Settings → Portal branding.
Appearance
- Portal logo. Sits at the top of the client portal. PNG, JPEG, or SVG; keep it under 500 KB.
- Primary colour. Hex code (e.g.
#009e8b). Used for the portal's main accent — buttons, links, and highlights. It's checked against white for WCAG contrast, so very pale colours are rejected. - Secondary colour. Hex code (e.g.
#2563eb). A supporting accent. - Footer text. Free text at the bottom of the portal. Up to 500 characters.
Legal links
- Privacy policy URL. Linked from the portal footer.
- Terms URL. Linked from the portal footer.
Customer feedback (CSAT) white-labelling
When a ticket closes, clients can be sent a satisfaction survey. Two fields control how that survey is branded:
- Business name. Drives the "Business name Support" sign-off on the CSAT email and survey footer. Leave it blank to fall back to your organisation name.
- Google review link. The link behind the review call-to-action on the 5-star thank-you page. Must be a full
http(s)URL. Leave it blank and the review prompt is hidden entirely.
Per-client invoice details live elsewhere
Portal branding is global — it applies to every client. Per-client invoice and document settings (VAT number, billing/service addresses, the call-detail appendix toggle) live on the individual client record, under Edit client. Set them there, not here.
Step 2 — Documents (invoices, quotes)
Anything OpsMerge generates as a PDF — invoices, quotes, contracts — uses this layer. It's set under Billing → Settings → Invoice branding, separate from the portal branding above.
- Invoice logo. Sits at the top of every invoice. Wider logos work well here (the slot is rectangular).
- Registered company name. Your legal name, as it appears at Companies House (UK) or your equivalent registry.
- Company number. Companies House number (UK). For non-UK, leave blank.
- VAT number. If you're VAT-registered, set this here — it controls how VAT shows up on invoices, and it appears in the invoice header. See Billing & invoices for VAT handling details.
- Registered address. Required on every UK-issued invoice.
- Footer text. Free-text footer that appears at the bottom of every invoice. Common uses: payment instructions ("Pay by BACS to..."), late fee notice, T&Cs URL.
Companies House lookup
If you're a UK limited company, OpsMerge can prefill the registered name, number, and address from Companies House. Click Look up by company number in the dialog. (COMPANIES_HOUSE_API_KEY needs to be set on the platform side — if you don't see the lookup button, ask support.)
What changes immediately, what changes on next-render
- Portal logo and colours: change for any new portal session. Existing sessions keep the old branding until refresh.
- CSAT branding: applied when the next survey is sent; surveys already in a client's inbox keep the branding they were sent with.
- Invoice/document branding: applied at the moment of PDF render — so existing PDFs are not retroactively re-branded, but every new invoice is.
If a regenerated invoice still looks wrong, see Invoices & payment for how to force a re-render.
Common issues
Logo looks pixelated or blurry. It's a PNG and we're rendering it bigger than its native size. Upload a larger PNG — or, better, an SVG, which renders sharp at any size.
Portal still shows old branding after a rebrand. Hard refresh in the browser (Cmd/Ctrl + Shift + R). The portal caches branding aggressively.
Primary colour won't save. Very pale colours are rejected because they fail the contrast check against a white background. Pick something darker.
Invoice PDF shows the wrong VAT line behaviour. VAT rendering depends on (a) whether you've set a VAT number, (b) the client's VAT setting, and (c) the tax codes on each invoice line. See Billing & invoices.