Branding & Receipts
Set the colours, fonts, button shape, logo and icon your merchants and their customers see, and design the printed and digital receipts your terminals produce.
Overview
The Branding page, under Configuration in the sidebar, controls how your brand looks on the pages Surfboard hosts for you and on the receipts your terminals produce. It has two tabs:
- Branding — colours, fonts, button shape, logo and icon
- Receipt — the layout of printed and digital receipts
What you set here is the partner-wide default. Merchants, stores and individual terminals can override it, see Branding at merchant, store and terminal level.
Branding settings
Live preview
The Live Preview on the left shows your settings applied to a Surfboard page. Switch between Checkout (the payment screen a customer sees) and Onboarding (the application flow a merchant fills in) to check both. The preview updates as you change values, before you save.
Button shape and font
| Setting | Options |
|---|---|
| Button Shape | Rounded, Pill, Edgy |
| Font Type | Sans-Serif, Serif, Mono |
Colours
Under Color Settings, set four colours as hex values (for example #06B6D4) or with the colour swatch:
| Colour | Used for |
|---|---|
| Background Color | Page background |
| Brand Color | Primary brand colour for key elements |
| Accent Color | Secondary colour for highlights |
| Footer Color | Footer background |
Logo and icon
Under Brand Assets:
- Logo Image — your full logo. Click Upload Logo.
- Icon Image — a compact square mark for small placements. Click Upload Icon.
Both accept PNG, JPEG or SVG files up to 2 MB.
Click Save Changes when you are done. Nothing is applied until you save.
Generate with AI
Generate with AI, top right of the settings card, builds branding from your website:
- Enter your Website URL and click Generate Branding.
- The portal extracts colours, logo, icon, fonts and button style from the site and shows a few Generated Options.
- Click an option to apply it to the form.
- Review the preview and click Save Changes to keep it.
Your logo is also used by the Marketing Studio, which can place it on generated images.
Branding at merchant, store and terminal level
Branding cascades. Each level uses the one above it unless it has its own:
| Level | Where to set it |
|---|---|
| Partner | Branding in the sidebar (this page) |
| Merchant | Merchant page, Configuration tab, Branding |
| Store | Store page, Branding tab |
| Terminal | Terminal page, Branding tab. Overrides store and merchant branding. |
Merchant, store and terminal branding use the same fields as the partner level, including Generate with AI. To go back to inheriting, use Remove Branding on that level and confirm. A merchant then falls back to your partner branding, and a store to its merchant’s branding.
Receipts
The Receipt tab holds two editors: Printed Receipt and Digital Receipt. Each shows your layout on the left and an Output View preview on the right.
Printed receipt
The Receipt blocks list is the receipt from top to bottom. Blocks include Store Logo, Welcome Message, Store Name, Receipt Header, Copy Label, Transaction Date, Divider Line, Line Items, Totals & Balance, VAT Breakdown, Adjustments, Payment Details, System Identifiers, Receipt Type, Store Contact Info, QR Code, Barcode and Thank You Message.
- Turn blocks on or off with the switch next to each. Blocks marked REQ are required and can’t be turned off.
- Reorder blocks by dragging the handle.
- Divider lines can be Star, Solid, Dashed or Dotted.
- Add empty line inserts spacing.
The counter at the top shows how many blocks are on. Below the list, Active Template shows the template your terminals currently use. To save a new layout, enter a template name and click Create & Assign. The new template becomes the active one.
Digital receipt
The digital receipt is the receipt a customer opens on their phone. Drag Receipt sections to reorder them:
- Logo
- Company Name (required)
- Line Items (required), shown Detailed or Compact
- Post-Payment Adjustments
- Payment Details (required)
- Contact Details (required)
- Wallets
- QR Code
- Review Link
Optional sections can be switched off. Click Save layout to apply it.
Receipts for a single merchant
To give one merchant its own receipt, open the merchant, go to the Configuration tab and choose Receipt. It has the same printed and digital editors.
Related
- Merchant Management — the merchant Configuration tab
- Stores — store-level branding
- Terminal Configuration — display and receipt settings on the terminal
- Marketing Studio — social images in your brand