How do I set up my Sellsy account?

Before you can start to issue estimates, invoices, or other business documents, you first need to provide your contact information and define basic account settings.

Settings can be accessed from the Settings tab at the top right hand corner of your page:

Click on Company details to enter the address and legal information for your company. Click on Document settings to set the default settings for your documents. Making these adjustments will save you time in your daily use of Sellsy. Once you have completed these two steps, our Sellsy system will auto-remember your information to auto-fill the new documents that you create.

Upload a company logo. This is your corporate image. Start by uploading your logo (if you have one) by clicking Upload your logo.

Finally, you can customize the look of your documents by clicking Document layouts. This section allows you to create templates that you can use later when creating documents. You can:

  • Show or hide specific components
  • Choose a document background from our library
  • Upload your own document background
  • Set the color and font for components within the document

Once these steps are complete, create a new document to see the results. If necessary, adjust your settings for a perfect result.

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