Profile & branding

Overview

Your profile drives the visual identity of everything your client sees: the portal, PDFs, and emails. Set it up once and every touchpoint reflects your brand automatically.

Go to Dashboard → Profile to manage all settings.

Business details

These appear on your profile and invoices:

Logo

Upload a PNG or JPG logo (2 MB maximum) from Profile → Branding. SVG and WebP are not supported. Recommended dimensions: at least 200×200px, square or landscape format.

Your logo appears in:

• The client portal header
• Invoice and quote PDFs
• Email templates (Professional and Modern)

Brand color

Pick a hex color in Profile → Branding. This color is used as the accent in:

• Client portal buttons and highlights
• Invoice and quote PDF accents
• Email template header and CTA buttons

Invoice numbering

Choose the prefix of your invoice numbers (INV, FAC, your initials…), whether the year is part of the number (INV-2026-001 or INV-001) and the number of your next invoice, to continue a sequence started in another tool. Existing invoices keep their numbers, and a number is never reused. See Invoices → for the details.

Set your Time zone (for example Africa/Casablanca or Europe/Paris) so that the year in your numbers follows your calendar: an invoice created late on 31 December gets the year you are in, not the server's. Leave it empty for UTC.

Legal form

In Profile → Billing & legal, Legal form is a free field: type your own (up to 100 characters) or pick a suggestion (Sole proprietorship, LLC, Ltd, GmbH, SAS…). It is printed under your name on your quotes and invoices.

Tax name and default rate

In Profile → Billing & legal, choose how your tax is called: VAT, GST, Sales tax, IVA… (20 characters at most; leave it empty for "VAT"). The name replaces "VAT" on your quote and invoice PDFs, the pages your clients open, your emails and the dashboard, and the label of your tax number follows it ("GST number", "GST No" on the PDF).

You can also set a default rate (0 to 100 %). It is pre-filled on every new quote, invoice and recurring invoice, and you can change or remove it on each document. Leave it empty for no default. Cliento applies one rate per document: there is no multi-rate calculation.

The name is read from your profile when a document is displayed: if you change it, your existing quotes and invoices show the new name too. The amounts never change.

Default document texts

Write your payment terms (up to 1,000 characters) and a closing footer (up to 500) once, in Profile → Default document texts. They are copied into every new quote and invoice, and you can change them on each document. Leave a box empty for no text.

Changing them here does not change the documents you already created: each quote and invoice keeps the text it had when it was created. Cliento prints your text as written and calculates nothing: late-payment rules and fees depend on your country, so write the wording that applies to you. See Invoices → and Quotes →.

Payment details

Write how clients can pay you in Profile → Payments → Payment details. It is a free text box (1,000 characters at most), printed exactly as you write it in a Payment details section at the bottom of every invoice PDF. Use it for whatever works in your country:

• a bank account: IBAN and BIC/SWIFT, or account number and routing number, sort code, branch code…
• an online service: Wise, Revolut, Payoneer…
• mobile money or any other local way to pay you

Each line you type stays on its own line, so you can lay it out as you like:

Bank transfer (USD)
Account name: Jane Doe
Account number: 123456789
Routing number: 021000021
Wise: jane@example.com

Accounts that had filled in the former IBAN, BIC and bank name fields keep them: their text was copied into this box, and their PDFs look the same as before.

Custom payment link Solo / Pro

Stripe Connect is not available in every country. In Profile → Payments → Custom payment link, paste the address of any payment page you use (a payment request from your bank or Wise, a hosted checkout, a donation or tip page…) and, if you like, the text of the button (40 characters at most, "Pay online" if left empty).

Your clients see it as a button next to Stripe and PayPal on the invoice page, and the PDF prints the link under your payment details. For milestone payments in the client portal, it is used when neither Stripe nor PayPal is set up (the button reads "Pay online"). The link must start with https:// (or http://); anything else is not saved. Cliento does not track payments made through this link: mark the invoice or the milestone as Paid yourself once you have received the money.

Email signature

Write a short closing line (1–3 sentences) in Profile → Email signature. It appears at the bottom of every automated email Cliento sends on your behalf.

Example:

Thanks for working with us. — Abdoullah, Webpixelia

Email templates Solo / Pro

Choose your visual email style from Profile → Email templates:

• Minimal — plain-text aesthetic, maximum deliverability
• Professional — structured with logo and brand color
• Modern — card-based with strong visual hierarchy

The template applies to all outgoing emails: reminders, notifications and invoice delivery.

Client reminders Solo / Pro

In Profile → Client reminders you control the automatic reminder emails Cliento sends to your clients (milestones awaiting validation, quotes, overdue invoices):

• Send automatic reminders: turn it off and Cliento never emails your clients by itself. The Remind client button on a milestone keeps working.
• Delay before the first reminder: from 1 to 30 days, 3 by default. Milestones are reminded this many days after you request validation, then every this many days; quotes this many days after you send them; invoices this many days after the due date. Quotes and invoices are then reminded every 7 days.

Changes apply from the next daily run. Reminders already sent are not affected, and the limit of 3 automatic reminders stays the same. See Automations.

Payment methods

Configure your payment providers in Profile → Payments:

• Stripe Connect — click "Connect with Stripe" and complete onboarding
• PayPal — paste your PayPal.me link
• Custom payment link (Solo / Pro) — any payment page you use, shown as an extra button

See Payments → for detailed setup instructions.

Public address

Use a branded Cliento subdomain for client links, without DNS setup.

Subdomain

john-doe

Client links will use your workspace subdomain:

https://john-doe.clients.cliento.dev/client/:token

Dark mode

Cliento supports dark mode across the entire dashboard and client portal. Toggle it from the top-right menu → Appearance, or let it follow your system preference automatically.

Dark mode applies to:

• Your freelance dashboard
• The client portal (your clients see it too if their device is set to dark)
• All modal dialogs and notification panels

Two-factor authentication

Add an extra layer of security to your account from Profile → Two-factor authentication.

Setup

Once enabled, every login requires your password and a code from your authenticator app.

Backup codes

After enabling 2FA, Cliento generates 10 single-use backup codes. Save them somewhere safe — they let you log in if you lose access to your authenticator app.

Disabling 2FA

Click Disable two-factor authentication and confirm your password. 2FA is removed immediately.

Deleting your account

You can delete your account from the profile page under the danger zone.

Changing your password

You can change your password from the profile page. Enter your current password and your new password, then confirm the new password to update it.