# Customise your invoice layout > Learn how to customise the look of your invoices in Futuria CRM. Change colours, labels and sections to match your brand. Author: Futuria Support Team · Published: March 17, 2026 · Reading time: 5 min read Source: https://futuriamarketing.com/en/supporto/personalizzare-layout-fatture/ --- ## What is invoice layout customisation? Customise the look of your invoices in Futuria CRM so that they match your brand and your workflow. This article shows you how to change button colours and text, rename sections and edit line item labels. Use these tools to create professional invoices that are consistent with your brand and build customer trust. Layout customisation lets you control the design and the section text of your invoices at account level. Instead of a fixed template, you can change the branding, the business and contact information sections, and the line item labels. That way every invoice reflects your brand and the specifics of your industry. ## Key benefits of layout customisation - **Brand consistency:** Align colours and text with your brand to create professional, trustworthy invoices. - **Clarity for customers:** Rename sections and labels so that customers immediately understand what they are reading. - **Flexibility:** Show or hide fields and add up to 3 custom values in the business information to suit regional or industry requirements. - **Efficiency:** Edit the layout once and reuse it. Your saved template appears in the invoice preview and in the PDFs. ## Branding settings The branding settings define the first impression, letting you change the colour, the border and the text of the payment button. These choices help reinforce your brand and set the right context (for example, “Pay now” instead of “Donate”). **What you can customise:** - Payment button colour (use the colour picker) - Border colour (use the colour picker) - Button text (for example, change **Pay** to **Donate**) ## Business information The “Business information” section identifies who is issuing the invoice. You can show or hide fields and add custom values to keep your documents compliant with local regulations, while avoiding unnecessary information. **What you can do:** - Show or hide standard fields such as company name, phone, address and VAT number. - Add up to 3 custom values (for example, registration number, website). - Reorder or remove the custom values as you need. > **Tip:** deselected fields are hidden from recipients, but your team can still edit their values while creating an invoice. ## Contact information This area defines the recipient block (for example, “Billed to” or “Shipping details”). Renaming the section improves clarity for your particular use case (non-profit organisation, shipping, B2B and so on). **What you can do:** - Rename the section heading (for example, **Billed to** → **Shipping details**). - Add custom fields to collect further details about the recipient. ## Invoice information This section covers the main details of the document, such as the invoice number and the dates. Keeping only the information you need simplifies the layout for customers. **What you can do:** - Show or hide **Invoice number**, **Issue date**, **Due date** and similar fields. - Keep internal fields editable while creating the invoice, even when they are hidden in the recipient’s view. ## Labels Labels define the column headings for the line items, which is what customers read at a glance. Clear labels reduce questions and speed up payments. **What you can do:** - Rename the column headings (for example, Item name → Product name). - Show or hide Price, Quantity, VAT, Subtotal and so on. - Respect the character counters (for example, up to 75 characters) so that the text does not wrap. > **Tip:** if you deselect a label, the corresponding column is hidden from recipients; your team can still enter the values while creating the invoice. ## How to set up layout customisation Follow these steps to find the controls, edit the layout and save your design, so that every new invoice uses the style you prefer. #### Step 1: go to the invoices section From your **account** dashboard, go to **Payments → Invoices and estimates**. #### Step 2: settings Click the **Settings** button (top right). #### Step 3: go to layout In the secondary navigation menu, choose **Title, terms and layout**. #### Step 4: click customise layout Scroll to **Invoice layout** and click **Customise layout**. #### Step 5: layout tab In the **Layout** tab: - Open **Branding settings** → choose the payment button and border colour using the colour picker; update the **button text** if needed (for example, **Donate**). - Expand **Business information** → select or deselect the fields; add up to **3 custom values**. - Expand **Contact information** → rename the section heading (for example, “Shipping details”) and add custom fields as needed. - (Optional) Expand **Invoice information** → show or hide invoice number, issue date and due date. #### Step 6: update the labels Switch to the **Labels** tab → rename or hide the line item columns (**Item name, Price, Quantity, VAT, Subtotal**). #### Step 7: check the preview and save your changes Check the **live preview** to make sure everything is correct. Click **Save changes** (top right) to apply your design. > **Tip:** to start again from scratch, click **Reset all changes** to return to the default settings. ## Frequently asked questions ##### Do these changes apply to every invoice in my account? Yes. Layout customisations are saved at account level and used for all the new invoices you create in that account. ##### Will PDFs sent previously update after I change the layout? No. PDFs that have already been sent will not change automatically. Create a new PDF or resend the invoice to show recipients the updated layout. ##### Can I hide a column and still enter the values while creating an invoice? Yes. Hiding a label only makes it invisible to the recipient; your team can still edit the values while creating the invoice. ##### How many custom values can I add to the business information? You can add up to **3** custom values. ##### Do layout changes appear in PDFs that are downloaded or sent by email? Yes. PDFs reflect the layout saved at the moment they are generated or resent. ![Branding settings for the invoice layout in Futuria CRM, with options for button colour, border colour and button text.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/2277113f-748b-443f-aecf-314751d34617.png) ![Business information settings for the invoice layout, with the option to show or hide fields and add custom values.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/c88ab27e-f799-45e9-9b0d-2dea529d04de.png) ![Contact information settings for the invoice layout, which allow the section heading to be renamed.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/4d85461b-4ea2-42b6-a2fc-5083e30b603f.png) ![Invoice information settings, with options to show or hide the invoice number, issue date and due date.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/b902a18a-c970-4ac7-9ca2-c49daf0051b3.png) ![Label settings for the invoice line items, allowing columns to be renamed and shown or hidden.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/51ad6497-3c28-4256-9d79-e2461f291b69.png) ![Futuria CRM screen showing how to navigate to the Invoices and estimates section from the Payments menu.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/e4eecbe2-8ae4-45c1-bfa7-376a97c045ce.png) ![The Settings button highlighted on the Futuria CRM invoices page.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/18294ff0-6c9e-435b-bbd6-91820ad5b08a.png) ![Selecting the Title, terms and layout tab in the invoice settings.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/ff1bf5f4-b02d-494d-9fbc-e7def47ff226.png) ![The Customise layout button highlighted under the Invoice layout section.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/1815b035-698c-4f1c-9e19-1def096c1e43.png) ![Overview of the Layout tab for invoice customisation, with the Branding, Business information and Contact information sections.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/9d0416f2-fcad-42f2-9df9-e3bb1e1ac425.png) ![Screen showing the Labels tab, where you can customise the invoice line item columns.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/e068a7d7-3e67-44aa-ac01-e7606526521c.jpg) ![Live preview of the invoice layout changes with the Save changes button highlighted in the top right.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/c56785d7-18cd-45b8-83e9-7b861c023dc9.png)