Skip to Content

Customization

Dashboard

You may customize the dashboard by adding a logo in the Profile Info section of the Settings tab. This logo will appear in the upper left corner of the dashboard as well as in all the dialogs in the dashboard.

Dashboard Customization Image

Email

The Outbound Email tab in Settings allows you to customize the email that your payment recipients receive. You can change the reply-to email address, add a logo, include a slogan and/or a call to action, edit the deposit button, and configure the expiry of the deposit link.

Email Customization Image

Recipient Experience

The Recipient Experience tab in Settings allows you to customize the deposit page, including the page title, description, theme color, payment color, and company logo. You can also enable or disable deposit options for payment recipients. At the bottom, you can enable or disable Sender/Recipient email notifications, which are enabled by default and cannot be toggled via API - this setting is Dashboard only.

⚠️
Warning

Disabling Recipient email notification will turn off the ability to send invoices to emails via Checkbook Email Recipient Experience.

Recipient Experience Image

Last updated on