# Customizing Invoice Layouts

> 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.

- Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/customizing-invoice-layouts
- Section: Payments / Invoices & Estimates
- Reading time: 4 min
- Images: 12, each explained below

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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.

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**TABLE OF CONTENTS**

-   [What is Invoice Layout Customization?](#what-is-invoice-layout-customization)
    -   [Key Benefits of Invoice Layout Customization](#key-benefits-of-invoice-layout-customization)
    -   [Branding Settings](#branding-settings)
    -   [Business Information](#business-information)
    -   [Contact Information](#contact-information)
    -   [Invoice Information](#invoice-information)
    -   [Labels](#labels)
    -   [How To Set Up Invoice Layout Customization](#how-to-set-up-invoice-layout-customization)
    -   [Frequently Asked Questions](#frequently-asked-questions)
    -   [Related Articles](#related-articles)

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# **What is Invoice Layout Customization?**

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.

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## **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.
    

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## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056925009/original/Fm7WAtJS1zxj6eo4VwfW94n1BJjyfKQJwg.png)

**Branding Settings (image 1 of 12)**

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.
- What this covers: Pay Button Color (use the color picker) Border Color (use the color picker) Button Text (e.g., change Pay to Donate)
- Fields: Pay Button Color (use the color picker), Border Color (use the color picker), Button Text (e.g., change Pay to Donate)
- Controls: Pay, Donate
- Next: Business Information identifies who is issuing the invoice. Toggling fields or adding custom values keeps your documents compliant across regions while avoiding clutter.

Full procedure:

1. Pay Button Color (use the color picker)
2. Border Color (use the color picker)
3. Button Text (e.g., change Pay to Donate)

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## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056925491/original/OBfFw5p18L5Qqr-ExrQMWOZE1SONElxHeA.png)

**Business Information (image 2 of 12)**

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.).
- What this covers: Tip: Unchecked fields are hidden from recipients, but your team can still edit their values while creating an invoice.
- Next: 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.).

Full procedure:

1. Show/Hide standard fields like Company Name, Phone, Address, Tax IDs.
2. Add up to 3 custom values (e.g., Company Registration, VAT/GST, Website).
3. Reorder or remove custom values as needs change (delete to remove).

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## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056925822/original/dCYgLrqQx1VtYBIwrWt-BuJJ3cM95qViKQ.png)

**Contact Information (image 3 of 12)**

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.
- What this covers: Rename the section header (e.g., Billed to → Shipping details). Add custom fields to capture extra recipient details.
- Controls: Billed to, Shipping details
- Next: Invoice Information covers core document details such as invoice number and dates. Keeping only what you need simplifies the layout for customers.

Full procedure:

1. Rename the section header (e.g., Billed to → Shipping details).
2. Add custom fields to capture extra recipient details.

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## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056926101/original/qEBj-ysK3jun6PBadHsvh6ugYS6vFAzVSA.png)

**Invoice Information (image 4 of 12)**

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.
- What this covers: Keep internal fields editable during invoice creation even if they’re hidden on the recipient view.
- Controls: Invoice Number, Issue Date, Due Date
- Next: Labels define the column headers for your line items, what customers read at a glance. Clear labels reduce questions and accelerate payment.

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## **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056926419/original/Mx8LTrXcLvpdZ8AEVR280cKv83utIRU9YA.png)

**Labels (image 5 of 12)**

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.
- What to fill in: Tip: If you uncheck a label, that column is hidden from recipients; your team can still enter values during invoice creation.
- Next: Follow these steps to locate the controls, adjust the layout, and save your design so every new invoice uses your preferred styling.

Full procedure:

1. Rename column headers (e.g., Item Name → Product Name).
2. Show/Hide Price, Quantity, Tax, Subtotal, etc.
3. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056946969/original/XN3ho3AwucKdpBgHCWOlD1xYcMBYW2Wl3Q.png)

**Step 1: Navigate to Invoices (image 6 of 12)**

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).
- What this covers: From the sub-account dashboard, go to Payments → Invoices & Estimates.
- Controls: sub-account, Payments → Invoices & Estimates
- Next: Click the Settings button (top-right).

#### **Step 2:** Settings

Click the **Settings** button (top-right).

![Step 2: Settings (image 7 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056947003/original/O3y68ZhdaYrWxKzH9f7jJFEUZwCeywxQaA.png)

**Step 2: Settings (image 7 of 12)**

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.
- What to click: Click the Settings button (top-right).
- Controls: Settings
- Next: In 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056947032/original/LTcoqUOgkDGAZM6mjfmH7KDPcNW3pprExg.png)

**Step 3: Go to Layout (image 8 of 12)**

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.
- What to choose: In the secondary navigation, choose Title, Terms and Layout.
- Controls: Title, Terms and Layout
- Next: Scroll 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056947050/original/5mK453NMXcefScACguKvNAknu-0Cy9iXPw.png)

**Step 4: Click Customize Layout (image 9 of 12)**

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….
- What to click: Scroll to Invoice Layout and click Customize Layout.
- Controls: Invoice Layout, Customize Layout
- Next: 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

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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056947144/original/A3R_5DM9DQgRt-NXaUVGXFKcX85Nfhgg9Q.png)

**Step 5: Layout Tab (image 10 of 12)**

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).
- Where to go: 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.
- Controls: Layout, Branding Settings, Button Text, Donate, Business Information, 3 custom values, Contact Information, Invoice Information
- Next: Switch to the Labels tab → rename or hide line-item columns (Item Name, Price, Quantity, Tax, Subtotal).

Full procedure:

1. Open Branding Settings → choose Pay Button Color and Border Color using the color picker; update Button Text if needed (e.g., Donate).
2. Expand Business Information → check/uncheck fields; add up to 3 custom values.
3. Expand Contact Information → rename the section header (e.g., “Shipping details”) and add custom fields as needed.
4. (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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056947075/original/FSRtmhiOT-QWKJ4yQjJKgKuQNPqpJbc4iQ.jpeg)

**Step 6: Update Labels (image 11 of 12)**

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.
- What this covers: Switch to the Labels tab → rename or hide line-item columns (Item Name, Price, Quantity, Tax, Subtotal).
- Controls: Labels
- Next: Review 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056947116/original/Z-zfPz8tryRSR0UvCBdKoJFHy8r5AMdywQ.png)

**Step 7: Preview & Save Changes (image 12 of 12)**

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.
- What to click: Tip: To start over, click Reset All Changes to restore defaults.
- Controls: live preview, Save changes, Reset All Changes
- Next: 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.

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## **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](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/pdf-generation-for-invoices-and-receipts) for details.

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## **Related Articles**

-   [](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/getting-started-create-and-send-invoices)[Getting Started – Create and Send Invoices](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/commerce/getting-started-create-and-send-invoices)
-   [How to Create Invoices in GHL Customer Care](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-invoices-in-ghl-customer-care)
-   [PDF Generation for Invoices and Receipts](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/pdf-generation-for-invoices-and-receipts)
-   [Customize Email and SMS Notifications for Invoicing](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/customize-email-and-sms-notifications-for-invoicing) 
-   [How to Create and Manage Recurring Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-manage-recurring-invoices-in-ghl-customer-care) 
-   [Apple Pay and Google Pay in Invoices & Text2Pay](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/apple-pay-and-google-pay-in-invoices-and-text2pay-links)[](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/apple-pay-and-google-pay-in-invoices-and-text2pay-links)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com