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 > Sellsy Add-on > Sales Management > Documents 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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