Change invoice colors, button text, sections, and labels in GHL Customer Care. Add custom business fields, preview live, and save a professional, on-brand layout.
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Customize your invoice’s look and feel in GHL Customer Care to match your brand and workflow. This article shows how to customize invoices through changing button colors and text, renaming sections, and editting line-item labels. Use these tools to create professional, on-brand invoices your clients trust.
Invoice Layout Customization lets you control the visual design and section wording of your invoices at the sub-account level. Instead of one fixed template, you can adjust branding, business and contact sections, and line-item labels so every invoice reflects your brand and the specifics of your industry.
Key Benefits of Invoice Layout Customization
Brand Consistency: Align colors and wording with your brand for a polished, trustworthy invoice.
Clarity for Clients: Rename sections and labels so customers instantly recognize what they’re seeing.
Flexibility: Show or hide fields and add up to 3 custom values in Business Information to fit regional or industry needs.
Efficiency: Edit once and reuse, your saved layout appears in the invoice preview and PDFs.
Branding Settings
Branding controls shape first impressions by adjusting the pay button’s color, border, and text. These choices help reinforce your brand and set the right context (e.g., “Pay” vs. “Donate”).
What you can customize:
Pay Button Color (use the color picker)
Border Color (use the color picker)
Button Text (e.g., change Pay to Donate)
Branding Settings (image 1 of 12)What this shows Pay Button Color (use the color picker) Border Color (use the color picker) Button Text (e.g., change Pay to Donate)What this showsIllustrates the "Branding Settings" section of "Customizing Invoice Layouts".This screenshot appears in the "Branding Settings" section of "Customizing Invoice Layouts". The text alongside this image reads: Pay Button Color (use the color picker) Border Color (use the color picker) Button Text (e.g., change Pay to Donate). This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Business Information identifies who is issuing the invoice. Toggling fields or adding custom values keeps your documents compliant across regions while avoiding clutter.Image 1 of 12What this coversPay Button Color (use the color picker) Border Color (use the color picker) Button Text (e.g., change Pay to Donate)
Fields in this part of the guidePay Button Color (use the color picker)Border Color (use the color picker)Button Text (e.g., change Pay to Donate)
Buttons and menus referencedPayDonate
Next stepBusiness Information identifies who is issuing the invoice. Toggling fields or adding custom values keeps your documents compliant across regions while avoiding clutter.All 3 steps in this procedure
Pay Button Color (use the color picker)
Border Color (use the color picker)
Button Text (e.g., change Pay to Donate)
Business Information
Business Information identifies who is issuing the invoice. Toggling fields or adding custom values keeps your documents compliant across regions while avoiding clutter.
What you can do:
Show/Hide standard fields like Company Name, Phone, Address, Tax IDs.
Add up to 3 custom values (e.g., Company Registration, VAT/GST, Website).
Reorder or remove custom values as needs change (delete to remove).
Tip: Unchecked fields are hidden from recipients, but your team can still edit their values while creating an invoice.
Business Information (image 2 of 12)What this shows Tip: Unchecked fields are hidden from recipients, but your team can still edit their values while creating an invoice.What this showsIllustrates the "Business Information" section of "Customizing Invoice Layouts".This screenshot appears in the "Business Information" section of "Customizing Invoice Layouts". The text alongside this image reads: Tip: Unchecked fields are hidden from recipients, but your team can still edit their values while creating an invoice. Immediately after, the guide continues: This area defines the recipient block (e.g., “Billed to” or “Shipping details”). Renaming the section improves clarity for your use case (nonprofit, shipping-heavy, B2B, etc.).Image 2 of 12What this coversTip: Unchecked fields are hidden from recipients, but your team can still edit their values while creating an invoice.Next stepThis area defines the recipient block (e.g., “Billed to” or “Shipping details”). Renaming the section improves clarity for your use case (nonprofit, shipping-heavy, B2B, etc.).All 3 steps in this procedure
Show/Hide standard fields like Company Name, Phone, Address, Tax IDs.
Add up to 3 custom values (e.g., Company Registration, VAT/GST, Website).
Reorder or remove custom values as needs change (delete to remove).
Contact Information
This area defines the recipient block (e.g., “Billed to” or “Shipping details”). Renaming the section improves clarity for your use case (nonprofit, shipping-heavy, B2B, etc.).
What you can do:
Rename the section header (e.g., Billed to → Shipping details).
Add custom fields to capture extra recipient details.
Contact Information (image 3 of 12)What this shows Rename the section header (e.g., Billed to → Shipping details).What this showsIllustrates the "Contact Information" section of "Customizing Invoice Layouts".This screenshot appears in the "Contact Information" section of "Customizing Invoice Layouts". The text alongside this image reads: Rename the section header (e.g., Billed to → Shipping details). Add custom fields to capture extra recipient details. Immediately after, the guide continues: Invoice Information covers core document details such as invoice number and dates. Keeping only what you need simplifies the layout for customers.Image 3 of 12What this coversRename the section header (e.g., Billed to → Shipping details). Add custom fields to capture extra recipient details.
Buttons and menus referencedBilled toShipping details
Next stepInvoice Information covers core document details such as invoice number and dates. Keeping only what you need simplifies the layout for customers.All 2 steps in this procedure
Rename the section header (e.g., Billed to → Shipping details).
Add custom fields to capture extra recipient details.
Invoice Information
Invoice Information covers core document details such as invoice number and dates. Keeping only what you need simplifies the layout for customers.
What you can do:
Show/Hide Invoice Number, Issue Date, Due Date, and similar fields.
Keep internal fields editable during invoice creation even if they’re hidden on the recipient view.
Invoice Information (image 4 of 12)What this shows Keep internal fields editable during invoice creation even if they’re hidden on the recipient view.What this showsIllustrates the "Invoice Information" section of "Customizing Invoice Layouts".This screenshot appears in the "Invoice Information" section of "Customizing Invoice Layouts". The text alongside this image reads: Keep internal fields editable during invoice creation even if they’re hidden on the recipient view. Immediately after, the guide continues: Labels define the column headers for your line items, what customers read at a glance. Clear labels reduce questions and accelerate payment.Image 4 of 12What this coversKeep internal fields editable during invoice creation even if they’re hidden on the recipient view.
Buttons and menus referencedInvoice NumberIssue DateDue Date
Next stepLabels define the column headers for your line items, what customers read at a glance. Clear labels reduce questions and accelerate payment.
Labels
Labels define the column headers for your line items, what customers read at a glance. Clear labels reduce questions and accelerate payment.
What you can do:
Rename column headers (e.g., Item Name → Product Name).
Show/Hide Price, Quantity, Tax, Subtotal, etc.
Respect character counters (e.g., up to 75 characters) to avoid wrapping.
Tip: If you uncheck a label, that column is hidden from recipients; your team can still enter values during invoice creation.
Labels (image 5 of 12)What this shows Tip: If you uncheck a label, that column is hidden from recipients; your team can still enter values during invoice creation.What this showsIllustrates the "Labels" section of "Customizing Invoice Layouts".This screenshot appears in the "Labels" section of "Customizing Invoice Layouts". The text alongside this image reads: Tip: If you uncheck a label, that column is hidden from recipients; your team can still enter values during invoice creation. Immediately after, the guide continues: Follow these steps to locate the controls, adjust the layout, and save your design so every new invoice uses your preferred styling.Image 5 of 12What to fill inTip: If you uncheck a label, that column is hidden from recipients; your team can still enter values during invoice creation.Next stepFollow these steps to locate the controls, adjust the layout, and save your design so every new invoice uses your preferred styling.All 3 steps in this procedure
Rename column headers (e.g., Item Name → Product Name).
Show/Hide Price, Quantity, Tax, Subtotal, etc.
Respect character counters (e.g., up to 75 characters) to avoid wrapping.
How To Set Up Invoice Layout Customization
Follow these steps to locate the controls, adjust the layout, and save your design so every new invoice uses your preferred styling.
Step 1: Navigate to Invoices
From the sub-account dashboard, go to Payments → Invoices & Estimates.
Step 1: Navigate to Invoices (image 6 of 12)What this shows From the sub-account dashboard, go to Payments → Invoices & Estimates.What this showsIllustrates the "Step 1: Navigate to Invoices" section of "Customizing Invoice Layouts".This screenshot appears in the "Step 1: Navigate to Invoices" section of "Customizing Invoice Layouts". The text alongside this image reads: From the sub-account dashboard, go to Payments → Invoices & Estimates. Immediately after, the guide continues: Click the Settings button (top-right).Image 6 of 12What this coversFrom the sub-account dashboard, go to Payments → Invoices & Estimates.
Buttons and menus referencedsub-accountPayments → Invoices & Estimates
Next stepClick the Settings button (top-right).
Step 2: Settings
Click the Settings button (top-right).
Step 2: Settings (image 7 of 12)What this shows Click the Settings button (top-right).What this showsIllustrates the "Step 2: Settings" section of "Customizing Invoice Layouts".This screenshot appears in the "Step 2: Settings" section of "Customizing Invoice Layouts". The text alongside this image reads: Click the Settings button (top-right). For context, this section explains: From the sub-account dashboard, go to Payments → Invoices & Estimates. Immediately after, the guide continues: In the secondary navigation, choose Title, Terms and Layout.Image 7 of 12What to clickClick the Settings button (top-right).
Buttons and menus referencedSettings
Next stepIn the secondary navigation, choose Title, Terms and Layout.
Step 3: Go to Layout
In the secondary navigation, choose Title, Terms and Layout.
Step 3: Go to Layout (image 8 of 12)What this shows In the secondary navigation, choose Title, Terms and Layout.What this showsIllustrates the "Step 3: Go to Layout" section of "Customizing Invoice Layouts".This screenshot appears in the "Step 3: Go to Layout" section of "Customizing Invoice Layouts". The text alongside this image reads: In the secondary navigation, choose Title, Terms and Layout. Immediately after, the guide continues: Scroll to Invoice Layout and click Customize Layout.Image 8 of 12What to chooseIn the secondary navigation, choose Title, Terms and Layout.
Buttons and menus referencedTitle, Terms and Layout
Next stepScroll to Invoice Layout and click Customize Layout.
Step 4: Click Customize Layout
Scroll to Invoice Layout and click Customize Layout.
Step 4: Click Customize Layout (image 9 of 12)What this shows Scroll to Invoice Layout and click Customize Layout.What this showsIllustrates the "Step 4: Click Customize Layout" section of "Customizing Invoice Layouts".This screenshot appears in the "Step 4: Click Customize Layout" section of "Customizing Invoice Layouts". The text alongside this image reads: Scroll to Invoice Layout and click Customize Layout. Immediately after, the guide continues: Open Branding Settings → choose Pay Button Color and Border Color using the color picker; update Button Text if needed (e.g., Donate). Expand Business Information → check/uncheck fields; add up to 3 custom values. Expand Contact….Image 9 of 12What to clickScroll to Invoice Layout and click Customize Layout.
Buttons and menus referencedInvoice LayoutCustomize Layout
Next stepOpen Branding Settings → choose Pay Button Color and Border Color using the color picker; update Button Text if needed (e.g., Donate). Expand Business Information → check/uncheck fields; add up to 3 custom values. Expand Contact Information → rename the section header (e.g., “Shipping details”) and add custom fields as needed. (Optional) Expand Invoice Information → show/hide Invoice Number, Issue Date, Due Date.
Step 5: Layout Tab
In the Layout tab:
Open Branding Settings → choose Pay Button Color and Border Color using the color picker; update Button Text if needed (e.g., Donate).
Expand Business Information → check/uncheck fields; add up to 3 custom values.
Expand Contact Information → rename the section header (e.g., “Shipping details”) and add custom fields as needed.
(Optional) Expand Invoice Information → show/hide Invoice Number, Issue Date, Due Date.
Step 5: Layout Tab (image 10 of 12)What this shows Open Branding Settings → choose Pay Button Color and Border Color using the color picker; update Button Text if needed (e.g., Donate).What this showsIllustrates the "Step 5: Layout Tab" section of "Customizing Invoice Layouts".This screenshot appears in the "Step 5: Layout Tab" section of "Customizing Invoice Layouts". The text alongside this image reads: Open Branding Settings → choose Pay Button Color and Border Color using the color picker; update Button Text if needed (e.g., Donate). Expand Business Information → check/uncheck fields; add up to 3 custom values. Expand Contact Information → rename the section header (e.g., “Shipping details”)…. Immediately after, the guide continues: Switch to the Labels tab → rename or hide line-item columns (Item Name, Price, Quantity, Tax, Subtotal).Image 10 of 12Where to goOpen Branding Settings → choose Pay Button Color and Border Color using the color picker; update Button Text if needed (e.g., Donate). Expand Business Information → check/uncheck fields; add up to 3 custom values. Expand Contact Information → rename the section header (e.g., “Shipping details”) and add custom fields as needed. (Optional) Expand Invoice Information → show/hide Invoice Number, Issue Date, Due Date.
Buttons and menus referencedLayoutBranding SettingsButton TextDonateBusiness Information3 custom valuesContact InformationInvoice Information
Next stepSwitch to the Labels tab → rename or hide line-item columns (Item Name, Price, Quantity, Tax, Subtotal).All 4 steps in this procedure
Open Branding Settings → choose Pay Button Color and Border Color using the color picker; update Button Text if needed (e.g., Donate).
Expand Business Information → check/uncheck fields; add up to 3 custom values.
Expand Contact Information → rename the section header (e.g., “Shipping details”) and add custom fields as needed.
(Optional) Expand Invoice Information → show/hide Invoice Number, Issue Date, Due Date.
Step 6: Update Labels
Switch to the Labels tab → rename or hide line-item columns (Item Name, Price, Quantity, Tax, Subtotal).
Step 6: Update Labels (image 11 of 12)What this shows Switch to the Labels tab → rename or hide line-item columns (Item Name, Price, Quantity, Tax, Subtotal).What this showsIllustrates the "Step 6: Update Labels" section of "Customizing Invoice Layouts".This screenshot appears in the "Step 6: Update Labels" section of "Customizing Invoice Layouts". The text alongside this image reads: Switch to the Labels tab → rename or hide line-item columns (Item Name, Price, Quantity, Tax, Subtotal). Immediately after, the guide continues: Review the live preview to ensure everything looks correct. Click Save changes (top-right) to apply your design.Image 11 of 12What this coversSwitch to the Labels tab → rename or hide line-item columns (Item Name, Price, Quantity, Tax, Subtotal).
Buttons and menus referencedLabels
Next stepReview the live preview to ensure everything looks correct. Click Save changes (top-right) to apply your design.
Step 7: Preview & Save Changes
Review the live preview to ensure everything looks correct. Click Save changes (top-right) to apply your design.
Tip: To start over, click Reset All Changes to restore defaults.
Step 7: Preview & Save Changes (image 12 of 12)What this shows Tip: To start over, click Reset All Changes to restore defaults.What this showsIllustrates the "Step 7: Preview & Save Changes" section of "Customizing Invoice Layouts".This screenshot appears in the "Step 7: Preview & Save Changes" section of "Customizing Invoice Layouts". The text alongside this image reads: Tip: To start over, click Reset All Changes to restore defaults. Immediately after, the guide continues: Q: Do these changes apply to all invoices in my sub-account? Yes. Layout customizations are saved at the sub-account level and used for invoices you create in that sub-account.Image 12 of 12What to clickTip: To start over, click Reset All Changes to restore defaults.
Buttons and menus referencedlive previewSave changesReset All Changes
Next stepQ: Do these changes apply to all invoices in my sub-account? Yes. Layout customizations are saved at the sub-account level and used for invoices you create in that sub-account.
Frequently Asked Questions
Q: Do these changes apply to all invoices in my sub-account? Yes. Layout customizations are saved at the sub-account level and used for invoices you create in that sub-account.
Q: Will previously sent PDFs update after I change the layout? No. Previously delivered PDFs won’t change automatically. Create a fresh PDF or resend the invoice so recipients see your latest layout.
Q: Can I hide a column but still enter those values when creating an invoice? Yes. Hiding a label only hides it from the recipient view; your team can still edit the values during invoice creation.
Q: How many custom values can I add to Business Information? Up to 3 custom values.
Q: Do layout changes appear in downloaded or emailed PDFs? Yes. PDFs reflect the saved layout when you generate or resend them. See PDF Generation for Invoices and Receipts for details.
