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Patient Copilot Help Center

Customizing Invoice Layouts

Customize your invoice’s look and feel in Patient Copilot 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. * * * ## 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. * * * ## 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. * * * ## 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) !(https://assets.patientcopilot.ai/c727b82ed8611e2e.png) * * * ## 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.