Custom Invoice Layouts 🎨
planned
D
David List
I would love the ability to have fully customized layouts.
Think, the new contracts feature, where you upload a PDF then drag and drop your dynamic fields as required. The link below is a similar feature from ServiceM8:
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S
Sales & Marketing
Merged in a post:
Invoice Customization
C
Cristian Mejia
Hey GHL,
Currently, one of my clients has to run estimates for transportation, and would like for the button that allows their clients to accept the estimate to say "accept" instead of "finish"
It would be nice to see button customization, such as wording and colors
S
Sales & Marketing
Merged in a post:
Invoices & Estimates Need Serious Upgrade
A
Alex Masterson
The invoicing and estimate feature is the biggest thing holding us back from moving 100% of our operations into GoHighLevel. Right now, the design is clunky, outdated, and lacks the polish that client-facing documents require. As a B2B video agency, presentation is non-negotiable; what we send to clients reflects our brand, and GHL’s current invoices just don’t cut it.
We’re still using Square Invoices because their UX is miles ahead. Their invoices look clean, professional, and high-trust. They let us showcase packages visually, add optional upsells, and create a smooth, mobile-friendly experience that actually helps close deals. With GHL, invoices feel like a downgrade, both in form and function.
If GHL had modern, branded templates with layout control, visual package sections, image support, and a more premium feel, we’d drop Square immediately. Right now, that gap is too wide.
S
Sales & Marketing
Merged in a post:
Invoice Cant Customize
T
Tom Hash
Unable to edit or customize invoice template , like color or the boarder, Lines and can't change logo position from left to right ,- Please reference ZOho books Invoice template its simple and easy
S
Sales & Marketing
Merged in a post:
more customization on the invoice template
N
Nate Tam
Ability to do more customization on the template freely, such as changing title, add Business Tax number (ABN), add fields.
R
Reza Azimi
ability to dynamically or via automation or api to add product set price would be great
R
Reza Azimi
ability to change estimate title to quote is very helpful, as estimate is not legally binding as quote
J
Joseph Castillo
ETA?
J
Joseph Castillo
Also the ability to edit Colum name hide them and add other columns. Sometimes we need more information in the invoice.
S
Sales & Marketing
Merged in a post:
Editable invoice format
H
Hazel Cruz
Allow the invoice template to add other sections in addition to descriptions and amount base on what people want to add.
S
Sales & Marketing
Merged in a post:
Allow invoice and estimate templates to use dynamic values for product title, product price, and any dates
A
Andrew Davis
Allow invoices and estimates to use dynamic values for product title:
(Opportunity Name -> Product Title)
product price:
(Opportunity Value -> Product Price)
and due dates or payment schedule dates:
(Opportunity custom date field -> Due date, payment schedule, etc)
This would allow invoices to be created dynamically in automations and would allow for templates to be used in automations instead of having to create invoices manually.
We do not charge the same amount for everything we do. Every project is custom and has custom pricing. If we can generate an estimate or invoice via workflow and set the value automatically in the workflow, this would save us a lot of time and frustration.
Alternatively, you could have a workflow action called "Create Invoice/Estimate from Opportunity"
And this would just map Opportunity default fields to the invoice for sending. But would not address the date fields that would dynamically set the due date.
Not being able to create an invoice via workflow outside of an existing template is a major pain point for us. None of our estimates or invoices are the same value. Ever.
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