Editing fixed texts on documents

Sellsy documents include a number of fixed data such as:

  • column headings
  • titles of various mentions of the document

This data is modifiable through documents layouts.

This feature allows you to adapt the text to your business specifics or create a translation in a language unavailable in Sellsy.

To edit these entries, go to Settings and then Document Layout, then open the layout you want to change.

In the document preview that appears, all fields are editable:

In our example, we replace the word Name / Code by Reference:

Save at the bottom of the page and the words will be changed on future documents using that layout.

Note: the change does not apply to existing documents, unless you save them again.

Info: in layout mode, all possible entries are displayed, even if you do not use them in your account.

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