Design custom invoice layouts with AI

Describe the invoice you want and the AI-Powered Layout Builder builds it, then fine-tune any element in a visual builder and publish it. Once a layout is published, pick it when creating invoices and your customers see that design instead of the default template.

Activate the feature

The AI-Powered Layout Builder ships as a Labs feature, so turn it on before you can use it.

1. Go to Settings > Labs > Sub-Account.

2. Search for AI-Powered Custom Invoice Layouts.

3. Click Activate Feature.

4. Turn on access for sub-accounts one at a time, or turn it on for all of them at once.

Open the Layout AI Builder

The builder lives under Layouts in the invoicing area.

1. Open Payments, then the Invoices & Estimates dropdown.

2. Select Layouts.

Generate a layout with AI

Give the builder a prompt describing the invoice you want. For example: "A clean two-column invoice with my logo top-left, an itemized table in the center, and payment terms and bank details at the bottom."

1. Open the Layout AI Builder.

2. Enter a prompt describing the invoice layout you want.

3. Review the layout AI builds from your prompt.

To recreate an invoice you already use, upload or describe your current invoice layout and let AI rebuild it, instead of starting from a blank template.

Fine-tune the result

You are not locked into the first result. Keep asking Layout AI for further changes, or adjust style and content yourself.

• Open the layout in the builder to add, remove, align, or delete elements directly.

• Every AI change saves a restore point, so you can go back to any earlier version from the chat. You can also undo changes from the toolbar.

• Rate AI responses with a thumbs up or thumbs down to help improve results.

Publish becomes available once the layout has content. Publishing takes you back to the Layouts list, where the layout shows its new published version.

Manage your layouts

Build separate layouts for different services or needs, then manage them all from the Layouts list.

• Switch between grid and list views.

• Search layouts by name, and sort by name or last updated date.

• Preview any layout without leaving the list.

• Rename, clone, or delete a layout from its ⋮ menu; you can also preview, download, clone, or delete a layout from the list.

• View history shows who created, edited, published, or copied each layout, and when.

Apply a layout to an invoice

Pick a published layout for any invoice, and your customer sees that design on the invoice preview. For the full creation flow, see Create and send an invoice.

• If a layout is deleted, invoices that were already sent keep showing the original design.

• Draft invoices that used a deleted layout switch to the default layout.