Workspace and profile · How-to
Set your business details: country, time zone, currency and language
Tell Setvos what kind of business this is and where it works, and add the seller details that your invoices and quotes carry.
Open General settings
Open Settings › General. You need to be an owner or admin.
Check the business type
Under “Business details”, “Business type” switches on the modules this kind of business usually needs and sets up the team’s default dashboard. Changing it switches more modules on and never switches any off, so no data is lost; it does replace the default dashboard layout.
Set the country and time zone
“Country” decides which payment providers you can sign up for and the currency your licence is sold in. “Time zone” decides what every booking and shift time means. If it is wrong, every appointment is off by the difference, so check it first.
Choose the currency and client language
“Currency” is used for new products, deals and invoices; records you already have keep theirs. “Client language” is what your clients get their booking confirmations and reminders in — it is not the language of your own screens.
Save
Press “Save” under the business details. Only the fields you changed are saved.
Add your seller details
Under “Seller details”, fill in the “Legal name”, the “Tax ID type” (ЄДРПОУ for a company, РНОКПП for a sole trader), the “Tax ID”, the “IBAN” and the “Tax status”; the “Bank” and the “Legal address” are optional. They are printed on every invoice and quote. Press this card’s own “Save”: the tax ID and the IBAN are checked then, and a mistake is shown under the field.
The other cards on this screen
Below them, “Owner policy — profile fields” decides what members may change about themselves and can require two-factor sign-in for owners and admins, and “Support access” lets our support team into this workspace for a limited time.
Common questions
- Will changing the country change what I pay?
Only for a licence you have not bought yet. A licence you have paid for keeps the currency it was sold in, and Plan & billing says which currency applies.
- I changed the currency, but my old invoices still show the old one. Why?
On purpose: the currency applies to new records only, so an invoice never changes the amount it was issued for.
- Can I change general settings on the phone?
Yes, with the workspace settings permission: the name, industry, currency, language, time zone, requisites and the owner’s policy, including requiring two-factor sign-in. The country is changed on the web, because it decides what the licence is billed in.
Read next
Decide what members may change on their own profile
Choose whether people may change their own name, email, photo and contact details, and approve email changes when they need an admin.
Let our support team into your workspace
Our support staff cannot sign in to your workspace unless you issue a grant. A grant ends by itself, can be revoked at any time, and every use of it is recorded.
Turn on two-factor sign-in
Add a second step to signing in: a six-digit code from an authenticator app on your phone, with backup codes in case you lose it.
Plan & billing: your licence, extras and invoices
What you pay for, how you pay, what the Plan & billing screen shows, and who can change it.
Create and send an invoice
Make a draft invoice from your products or typed lines, check it, and email it to the customer as a PDF.
Take online payments by card or by bank transfer
Connect a card gateway or add your payment details so clients can pay invoices, deposits and orders online — by card, or by bank transfer with one payment code for everyone — choose how they pay, mark transfers paid and let monobank pay tips to your staff.
More in Workspace and profile
- Workspace and profile: how your business is set up
- Switch modules on and off
- Add your own fields to contacts, companies and deals
- Switch AI features on or off
- See who changed what in the audit log
- Edit your profile: name, photo and contact details
- Choose your language, time zone and theme
- Workspace settings: common questions
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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