📋 Requirements
Before you begin, make sure:
You have access to Buildern.
You have permission to create and edit Client Invoices.
A project and client invoice already exist, or you are creating a new invoice.
Open the Invoice Preview
Navigate to the desired project.
Select Client Invoices from the project menu.
Locate the invoice you want to customize.
Click the ⋯ (three-dot menu) and select Edit.
In the invoice editor, click Preview in the upper-right corner.
ℹ️ Note - If you open the invoice using the Preview option directly from the ⋯ (three-dot menu), the layout settings will be available in view-only mode and you will not be able to make changes. To edit the invoice preview layout, open the invoice using Edit first and then click Preview from within the invoice.
The Layout Settings panel will appear on the right side of the screen.
Select or Create an Invoice Layout
At the top of the Layout Settings panel, you can select an existing invoice layout from the layout dropdown.
👉Learn more about How to Create and Manage Invoice Layout Templates in Buildern
Show, Hide, and Reorder Invoice Sections
The Layout Settings panel allows you to control which sections appear on the invoice and the order in which they are displayed to the client. From the Layout Settings panel, you can show or hide invoice sections, reorder sections using drag-and-drop, and configure the content displayed in Cover Images, Cost Lines, and Summary sections.
To remove a section from the invoice, disable the toggle next to the section name. To include a section, enable the toggle.
Cover Images – Display images at the top of the invoice.
Click the > icon next to Cover Images to manage the images displayed at the top of the invoice. You can upload your own images or select from the available system cover images. Cover images can be used to showcase project photos or align the invoice with your company branding.
Introduction Text – Include a custom introductory message.
Cost Lines – Control the cost breakdown information shown to the client.
Click the > icon next to Cost Lines to choose which columns are displayed in the invoice cost breakdown.
ℹ️ Note - The available Cost Lines options vary depending on the invoice type selected for the project. Different invoice types display different billing information, so the configuration options available in Cost Lines may differ from those shown in this article.
1) Progress Payments - Used for billing fixed-price projects based on payment schedules or project milestones.For Progress Payment invoices, you can choose to display the following columns:
Description
Claim Ex. Tax
Claim Inc. Tax
Amount Ex. Tax
Tax
Amount Inc. Tax
2) Schedule of Values - Used for billing fixed-price projects based on the percentage of work completed. For Schedule of Values invoices, you can choose to display the following columns:
Description
Cost Code
Quantity / Unit
Completed
Work Completed Previously
Unit Price Ex. Tax
Unit Price Inc. Tax
Stored Materials %
Stored Materials This Period (Inc./Ex. Tax)
Stored Materials Previously
Amount Ex. Tax
Tax
Amount Inc. Tax
Show $0 Lines
3) Cost Plus – Used for billing clients based on actual project costs, including bills, expenses, timesheets, and markup. For Cost Plus invoices, you can choose to display the following columns:
Description
Cost Code
Quantity / Unit
Reference
Pay To
Date
Unit Price Ex. Tax
Unit Price Inc. Tax
Amount Ex. Tax
Tax
Amount Inc. Tax
👉 Learn more about How to Create a Client Invoice in Buildern
Summary – Display selected contract and invoice totals.
Click the > icon next to Summary to configure the information displayed in the invoice summary.
Closing Text – Add a custom closing message.
Attachments – Include supporting documents and files.
Terms & Conditions – Display invoice terms and conditions.
Payment History – Show previous payments associated with the invoice.
Reorder Invoice Sections
You can customize the order in which sections appear on the invoice by dragging and dropping them within the Layout Settings panel.
To reorder sections:
Locate the section you want to move.
Click and hold the drag handle on the left side of the section name.
Drag the section to the desired position in the list.
Release the section to place it in its new location.
The invoice preview updates automatically, allowing you to immediately review how the new section order will appear to the client.
Reordering sections can help you emphasize the most important information by placing it higher on the invoice or organize the layout to better match your company's invoicing standards.
Save and Send the Invoice
After configuring the invoice layout, review the preview to ensure the information is displayed as expected.
Click Save to keep your changes, or click Send/Update to send the invoice to the client or update an existing invoice.
With everything configured, you can now manage your projects more efficiently and accurately.
Happy Building!