How to Customize Invoice Layouts in GoHighLevel

If you manage client billing in tools like ClickUp and want a smooth invoicing workflow in GoHighLevel, customizing your invoice layouts is essential. This guide explains step-by-step how to adjust the global invoice template, footer, and tax details so every invoice looks professional and compliant.

All steps in this how-to are based directly on the official GoHighLevel documentation for invoice layouts and are designed to be easy to follow for agencies and businesses of any size.

Accessing Invoice Settings in GoHighLevel

Before you can customize the layout, you first need to access the correct settings area in GoHighLevel.

1. Log in to your GoHighLevel account with an admin or appropriate permissions.

2. Navigate to the sub-account where you want to manage invoices.

3. Open the Payments section from the left-hand navigation menu.

4. Select the Invoices area to view invoice-related configuration options.

From here, you can configure the default invoice layout that will be used for every invoice created in this GoHighLevel sub-account.

Understanding the Default Invoice Layout in GoHighLevel

The platform uses a default invoice layout that applies to all future invoices. This layout is controlled through settings, not on each individual invoice.

Key points about the default layout in GoHighLevel:

• The default layout affects every new invoice created in the sub-account.

• Layout changes are global, not per invoice.

• The layout only applies to invoices; it does not change quotes or other payment documents.

Understanding this helps you avoid confusion when expecting layout changes to show up on other document types in GoHighLevel.

How to Customize the Invoice Footer in GoHighLevel

One of the most important customization options is the invoice footer. You can use the footer area to add legal information, bank details, or any other important notes.

Steps to Edit the GoHighLevel Invoice Footer

1. In your GoHighLevel sub-account, go to Payments > Invoices.

2. Find the option or tab that allows you to manage the invoice layout or settings.

3. Locate the Invoice Footer editor field.

4. Enter the text you want to show at the bottom of every invoice, such as:

   • Payment terms and due dates

   • Bank transfer information

   • Refund or cancellation policy

   • Legal disclaimers or compliance notes

5. Save your changes so the new footer is applied to all future invoices.

After saving, preview a new invoice in GoHighLevel to confirm that your footer appears correctly.

Adding Business Tax ID Information in GoHighLevel

Many regions require that invoices show tax identifiers, such as VAT numbers, GST numbers, or other business tax IDs. GoHighLevel provides a way to add this information to your invoice layout.

Configure Tax ID in GoHighLevel Invoice Layout

1. Open the relevant sub-account in GoHighLevel.

2. Go to Payments and then click on Invoices.

3. Within the invoice settings or layout section, look for a field related to Tax ID or Business ID.

4. Enter your official tax ID, for example:

   • VAT Number

   • GST Number

   • Company Registration or Business ID

5. Save your settings so the tax ID is printed on all future invoices.

This ensures that every invoice generated through GoHighLevel contains the correct information for tax and compliance purposes.

Where the GoHighLevel Invoice Layout Applies

The invoice layout configuration in GoHighLevel has a specific scope. Understanding this scope will help align your billing expectations.

• The layout applies to all invoices within a single sub-account.

• Each sub-account can have its own customized layout, footer, and tax ID.

• The layout is not used for quotes or other payment-related documents.

• Changes update future invoices; past invoices are generally not retroactively redesigned.

If you manage multiple brands or clients in GoHighLevel, you can repeat these steps for each sub-account to keep branding and compliance details unique.

Tips for Professional Invoice Layouts in GoHighLevel

The platform gives you flexible control over core invoice details. To make the most of GoHighLevel invoice layouts, consider the following best practices:

• Keep footer text concise: Avoid overcrowding your invoice with long blocks of text; focus on the essentials.

• Include contact details: Add a support email or phone number in the footer so clients know how to reach you.

• Standardize payment terms: Use clear language for due dates, late fees, or accepted payment methods.

• Ensure legal compliance: Confirm regional requirements for tax IDs, registration numbers, or specific wording.

• Test with a sample invoice: After each layout update in GoHighLevel, generate a test invoice to verify the final appearance.

GoHighLevel Invoice Layout FAQs

Does the GoHighLevel layout change quotes?

No. The invoice layout settings in GoHighLevel only affect invoices. Quotes and other documents use their own templates or configurations.

Can I set different layouts for different clients in GoHighLevel?

The invoice layout is configured at the sub-account level. If you want different layouts for different brands or clients, create separate sub-accounts in GoHighLevel and configure each one individually.

Will changes affect existing invoices in GoHighLevel?

Layout changes are designed for future invoices. Previously issued invoices usually retain the layout that was active when they were originally generated.

Additional Resources for GoHighLevel Users

To go deeper into the official functionality of invoice layouts, review the original documentation provided by the platform here: Official GoHighLevel invoice layout guide.

If you want expert help optimizing your GoHighLevel setup, funnels, and automations for better client billing and workflows, you can learn more at Consultevo.

Summary: Mastering Invoice Layouts in GoHighLevel

Customizing invoice layouts in GoHighLevel is a quick but important step for any agency or business that sends recurring invoices. By configuring your default layout, footer, and tax ID details at the sub-account level, every new invoice will align with your brand and regional compliance requirements.

Use the steps in this guide to:

• Access invoice settings in GoHighLevel.

• Customize the global invoice footer.

• Add tax ID or business registration numbers.

• Apply consistent formatting across all invoices in a sub-account.

Once set up, your GoHighLevel invoices will be clearer, more professional, and easier for clients to understand and pay.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`