Your invoices are more than simple payment slips; they are a touchpoint with your customers that can leave a lasting impression of your brand. Adding the right fields, including specific information and branded elements, helps you make that difference, so follow along to learn how to achieve it.
Navigate to the Invoices & Estimates tab inside the Payments section and click the Settings option. Switch to the Title, Terms, and Layout section. Under Invoice Layout, click Customize Layout.
Layout Tab #
In this tab, you can customize the fields and colors of your invoice. The fields to customize are as follows.
Branding #
- Pay button color: Use this color selector to change the Pay button at the top.
- Border color: This option will modify the separator bar.
- Button text: Use this to add a branded phrase to your Pay button.
Business Information #
In this section, you can select what information to include or exclude, edit the details, and add Custom Values.
Contact Information #
Rename sections such as “Contact Information” to “Shipping Details” or anything that fits your needs, and add custom fields to contact information on the go for personalized invoices.
Invoice Information #
This section contains the invoice fields that can’t be edited since they are required for the invoice to be valid.
Labels #
This section allows you to edit column labels to add branded text instead of the default for fields such as Item Name, Price, Quantity, Tax, and Subtotal, or choose to hide them by unchecking the box next to them.
Preview changes live on your invoice template. Once you’re satisfied, click Save Changes to apply your new design instantly. This feature lets you create the perfect invoice for your business, adding field management, branding, and design elements that help your business look professional and create a lasting impression on your customers.
Frequently Asked Questions #
Where do I customize my invoice layout? #
Go to the Invoices & Estimates tab in Payments, click Settings, switch to the Title, Terms, and Layout section, and under Invoice Layout click Customize Layout.
What branding elements can I change? #
You can change the Pay button color, the border (separator bar) color, and add a branded phrase as the Pay button text.
Can I rename sections on the invoice? #
Yes. You can rename sections such as Contact Information to fit your needs and add custom fields for more personalized invoices.
Can I hide or relabel invoice columns? #
Yes. In the Labels section you can rename column labels like Item Name, Price, Quantity, Tax, and Subtotal, or hide them by unchecking the box.
Are there fields I cannot edit? #
Yes. The Invoice Information fields cannot be edited because they are required for the invoice to be valid.
Can I preview my changes before saving? #
Yes. Changes preview live on your invoice template, and clicking Save Changes applies the new design instantly.
