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Standard text

Set up the reusable default texts that Vinosoft prints or emails on your quotes, order confirmations, invoices, and payment reminders.

Standard text is where you store the reusable, boilerplate wording that Vinosoft adds to your documents and emails. Instead of retyping the same greeting, terms, or closing on every quote or invoice, you set the text once here and Vinosoft fills it in automatically each time you create that kind of document.

Each standard text is tied to a document type — such as a quote, an order confirmation, an invoice, or a payment reminder — and to a language, so customers in different languages get the right wording.

The Standard text screen with the language selector at the top and the list of document types below.

Open Standard text

Go to Configuration → Standard text. At the top of the screen you'll find a language selector. Standard texts are kept separately for each language, so pick the language you want to work in first — the list below updates to show the texts for that language.

The list shows one row per document type, with its type, designation, and header so you can see at a glance what is set up.

Edit a standard text

Select the pencil (edit) action on the row for the document type you want to change. The edit screen has these fields:

Designation — an internal label for the text, to help you identify it in the list.
Header — the heading line shown on the document.
Text — the main body, edited in a rich-text editor. You can format it (bold, lists, links, images) and insert files from your file storage.

For the invoice type you can also set a CC email and BCC email, so a copy of each invoice email is sent to those addresses automatically.

Make your changes and select Save. The text is stored for the selected language and used the next time you create a document of that type.

Where standard texts are used

The wording you enter here flows onto the matching documents throughout Vinosoft:

Quotes and order confirmations — the header and body text on the printed or emailed document.
Invoices — the invoice wording, plus the optional CC/BCC recipients on the invoice email.
Payment reminders — the escalating text for the first, second, and third reminders in a dunning run.

Because the text is stored per language, always check each language variant your business uses so no customer receives an empty or wrong-language document.

Related: Configuration.

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