---
title: Add and Manage Brands
description: Add, edit and deactivate brands under Settings › Company Profile › Brands, then assign a brand to a customer company so its invoices use that identity.
---

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1. [MetaFleet Answer Hub](https://support.metafleet.ai/?hsLang=en)
2. [Admin & Settings](https://support.metafleet.ai/admin-settings?hsLang=en)
3. [Branding](https://support.metafleet.ai/admin-settings?hsLang=en#branding)

# Add and Manage Brands

## Add a second business name to invoice under, set its billing details and terms, assign it to customer companies, and deactivate it when you no longer need it.

**For:** Owners and admins · **Permission:** Manage account settings (to add, edit, deactivate or reactivate a brand), Manage customers (to assign one) · **Time:** ~5 minutes

### Quick summary

1. Open **Settings › Company Profile › Brands** and click **+ New brand**.
2. Fill in the name, billing name, phone, email, payment terms and image, then click **Create brand**.
3. Click **Set up** (Stripe) or **Connect** (QuickBooks) on the brand's card if the brand has its own accounts.
4. Open a customer company and assign the brand on its **Brand Identity** card.

### Before you start

- A brand is a second business name your shop invoices under. It has its own billing name, address, logo, payment terms and, if you want, its own late-fee policy.
- If you run one business name, leave **Brands** empty. MetaFleet uses your company defaults everywhere.
- Have the brand's legal billing name, a billing phone and email, and a logo (PNG, JPG or SVG, up to 4 MB).

### Open the Brands page

Go to **Settings › Company Profile** and click the **Brands** tab. Each brand has a card with its billing name, email, phone, payment terms, and the status of its Stripe and QuickBooks connections.

Use the search box or the filters (**All**, **Stripe enabled**, **QB enabled**, **Needs setup**, **Inactive**) to find a brand.

![Brands tab with two brand cards, each showing contact details, payment terms, and Stripe and QuickBooks status](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-brands-01-brands-list.png?width=748&height=506&name=add-and-manage-brands-01-brands-list.png)

### Add a brand

1. **Open the form.** Click **+ New brand**.
2. **Name it.** Enter the **Brand name** (what your team sees) and the **Billing name** (the legal entity printed on invoices).
3. **Add contact details.** Enter the **Phone number** (format: +1 (555) 010-3344) and **Email**. The email is the "From" address on invoices and customer emails for this brand.
4. **Add an address.** Click **Set address** and enter it. If you skip this, invoices for the brand use your company's primary address.
5. **Choose payment terms.** Under **Customer payment terms**, pick **Net 15**, **Net 30** or **Net 60**. This is how long customers of this brand have to pay.
6. **Upload a brand image.** Drag a file onto the box or click **Click to upload**.
7. Click **Create brand**.

![Create a brand window with fields for name, billing name, phone, email, address, payment terms and image](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-brands-02-new-brand.png?width=664&height=892&name=add-and-manage-brands-02-new-brand.png)

> Fields marked with \* are required: brand name, billing name, phone, email and payment terms.

### Set a late-fee policy for the brand

By default a brand uses your company's late-fee policy. To give it its own, check **Set a brand-specific late-fee policy**. Then choose **Charge late fees for this brand** or **Don't charge late fees for this brand**.

If you charge late fees, fill in **Grace days**, **Flat fee ($)**, **Late fee (%)** and **Interest (%/mo)**. Add a **Late-fee notice (optional)** to print on this brand's invoices and estimates. For how late fees work, see [Late Fees and Interest on Overdue Invoices](https://support.metafleet.ai/late-fees-and-interest-on-overdue-invoices?hsLang=en).

![Brand window with the late-fee policy checked and fields for grace days, flat fee, late fee percent and interest](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-brands-04-late-fee-policy-1x.png?width=639&height=383&name=add-and-manage-brands-04-late-fee-policy-1x.png)

### Edit a brand

1. On the brand's card, click **⋯**, then **Edit**.
2. Change the fields you need. Click **Replace** to swap the image.
3. Click **Save changes**.

![Edit brand window showing the saved name, billing name, contact details, address, payment terms and image](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-brands-03-edit-brand.png?width=664&height=892&name=add-and-manage-brands-03-edit-brand.png)

### Connect the brand's Stripe and QuickBooks accounts

Each brand card shows **Stripe** and **QuickBooks** with a status of **Not set up** until you connect them. Click **Set up** to connect the brand's own Stripe login, or **Connect** to link its own QuickBooks company. A brand shows under **Needs setup** until both Stripe and QuickBooks are connected, even if you only use one.

Steps for each connection are in [Connect Stripe to Take Card Payments](https://support.metafleet.ai/connect-stripe-for-card-payments?hsLang=en) and [Disconnect, Reconnect and Use Brands with QuickBooks](https://support.metafleet.ai/disconnect-reconnect-and-brands-in-quickbooks?hsLang=en).

### Assign a brand to a customer company

A brand is assigned on the customer company, so its orders use that brand's identity. You can also pick a brand for a single order (see below).

1. Go to **Company Details › Companies** and open the company.
2. On the **Brand Identity** card, click **Edit**.
3. In the **Assign Brand** window, pick the brand and click **Save**.

![Brand Identity card on a customer company page showing the default brand and an Edit link](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-brands-06-brand-identity-card-1x.png?width=833&height=108&name=add-and-manage-brands-06-brand-identity-card-1x.png)

![Assign Brand window with a Brand drop-down and a Save button](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-brands-07-assign-brand-1x.png?width=698&height=239&name=add-and-manage-brands-07-assign-brand-1x.png)

> The **Brand Identity** card appears only after you add at least one brand. A company with no brand uses your default company identity. Picking **Default brand (tenant identity)** in the list puts the company back on it.

> A change applies to future service orders. Existing orders keep the brand they already have. You can also set the brand in the **Brand identity** field when you create the company.

### Pick a brand for one order

On the **New Appointment** page, the **Invoice / email identity** card (marked Optional) lets you choose a brand for that order. It lists **Default — tenant identity** and each active brand. The brand you pick is stamped on the invoice and customer-facing emails.

![Invoice / email identity card on the New Appointment page with a Default tenant identity drop-down](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-brands-08-order-brand-card-1x.png?width=805&height=153&name=add-and-manage-brands-08-order-brand-card-1x.png)

### Deactivate a brand

1. On the brand's card, click **⋯**, then **Deactivate**.
2. Read the message. If customer companies use the brand, it shows how many. They fall back to your default identity for new invoices, emails and payment routing.
3. Click **Deactivate**.

![Deactivate Brand window naming the brand, with Cancel and Deactivate buttons](https://support.metafleet.ai/hs-fs/hubfs/knowledge-base/oct-2026/add-and-manage-brands-05-deactivate-v2.png?width=210&height=142&name=add-and-manage-brands-05-deactivate-v2.png)

Orders that already carry the brand keep it, but they use your default identity if you regenerate an invoice. Deactivating doesn't delete the brand. A deactivated brand stays under **All**, faded with an **Inactive** badge. Click **Inactive** to list only those.

### Reactivate a brand

1. On the deactivated brand's card, click **⋯**, then **Reactivate**.
2. Read the message. If customer companies are still assigned to the brand, it shows how many. Their new invoices and payments use the brand again.
3. Click **Reactivate**. Invoices already sent don't change.

### Troubleshooting

| Symptom | Likely cause | Fix |
| --- | --- | --- |
| I can't find the Brand Identity card on a company | No active brand exists yet | Add a brand first, then reopen the company. |
| A brand isn't in the Assign Brand list | The brand was deactivated | Only active brands can be assigned. Click **Inactive** to check, then reactivate it from its **⋯** menu. |
| Invoices still show my company name | The company isn't assigned to the brand, or the order was created before you assigned it | Assign the brand on the company, or pick it on the order's **Invoice / email identity** card. Orders you create afterward use it. |
| A brand shows **Needs setup** | Stripe or QuickBooks isn't connected yet (both are needed to clear it) | Click **Set up** or **Connect** on its card for each one you use. |
| I can't add or edit a brand | Your role lacks the Manage account settings permission | Ask an admin to change your role or to add the brand. |

### FAQs

**Do I need a brand?**  
No. Leave **Brands** empty if you invoice under one business name.

**What's the difference between brand name and billing name?**  
The brand name is what your team sees in lists and menus. The billing name is the legal entity printed on invoices.

**Can a brand have different payment terms?**  
Yes. Each brand has its own **Customer payment terms** (Net 15, Net 30 or Net 60).

**Does deactivating a brand delete it?**  
No. The brand is hidden from the assign list and can be listed under the **Inactive** filter. You can reactivate it any time.

### Related articles

- [Set Your Company Logo, Colors and Welcome Message](https://support.metafleet.ai/creating-and-updating-your-account-branding?hsLang=en)
- [Connect Stripe to Take Card Payments](https://support.metafleet.ai/connect-stripe-for-card-payments?hsLang=en)
- [Disconnect, Reconnect and Use Brands with QuickBooks](https://support.metafleet.ai/disconnect-reconnect-and-brands-in-quickbooks?hsLang=en)
- [Late Fees and Interest on Overdue Invoices](https://support.metafleet.ai/late-fees-and-interest-on-overdue-invoices?hsLang=en)

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