How do I configure basic settings of SevDesk for my store?

Configure SevDesk for Your Store

This guide covers the basic settings configuration of SevDesk for store owners. It is designed to help you tailor your SevDesk account to meet your business needs effectively.

Account Setup

Log in to your SevDesk account and access the settings menu. This is the starting point for configuring your account.

After registering with SevDesk, log in to your dashboard. Navigate to the settings menu, which is usually found in the lower-left corner or under your profile icon. This menu will allow you to access various configuration options.

Enter Company Information

Input your store’s legal information under 'Company Data'. This ensures your invoices and documents are correctly branded.

Go to 'Company Data' or 'Firmendaten' and enter your store’s legal name, address, contact details, and tax information. This data will appear on your invoices and other documents. Additionally, upload your company logo to maintain consistent branding across all communications.

Configure Tax Settings

Set up your tax preferences according to your country’s regulations. This is crucial for accurate financial reporting.

Under 'Tax Settings' or 'Steuereinstellungen', select your country and specify your VAT or sales tax rates. If you are VAT-registered, enter your VAT ID. Configure whether your prices are shown with or without tax, depending on your business model. This ensures compliance with local tax laws.

Integrate Bank Account

Connect your business bank account to SevDesk for seamless transaction imports. This simplifies bookkeeping.

In the 'Bank Accounts' section, connect your business bank account. This integration allows SevDesk to automatically import transactions, making reconciliation and bookkeeping easier and more accurate.

Customize Invoice and Document Templates

Adjust your document templates to reflect your brand and business terms. This includes layout and default texts.

Go to 'Document Templates' or 'Vorlagen' to customize your invoice, offer, and delivery note templates. Adjust the layout, add your logo, and set default texts such as payment terms and thank you notes. You can also set default payment deadlines and reminders, ensuring consistent communication with clients.

Define Numbering System

Set up a numbering system for your documents to maintain order and compliance. This is essential for legal and organizational purposes.

In 'Number Ranges' or 'Nummernkreise', define how your invoices, offers, and other documents are numbered. A consistent numbering system helps maintain order and ensures compliance with legal requirements.

Manage Users

Invite employees to your SevDesk account and assign roles. This facilitates collaboration and access control.

If you have employees, invite them under 'Users' or 'Benutzer'. Assign roles and permissions based on their responsibilities, such as accounting or sales. This ensures that each user has access to the necessary features and data relevant to their role.

Set Up Product and Service Catalog

Add your store’s products or services to SevDesk. This streamlines invoice creation and ensures consistency.

Under 'Products & Services' or 'Artikel & Leistungen', add your store’s products or services. Enter names, descriptions, prices, and tax rates. This setup speeds up invoice creation and ensures consistency across all transactions.

Configure Payment Methods

Set up customer payment methods and link payment providers if necessary. This enhances payment processing efficiency.

In 'Payment Methods', configure the ways your customers can pay, such as bank transfer, PayPal, or credit card. Link payment providers if needed to facilitate smooth and secure payment processing.

Adjust Email Settings

Set up email configurations to send documents from your store’s email address. Customize email templates for consistency.

Configure your email settings so that invoices and offers are sent from your store’s email address. Set up email templates for different document types to ensure consistent communication and branding.

Set Language and Currency

Choose your preferred language and currency to align with your store’s location and customer base.

Set your preferred language and currency in the general settings. This ensures that all communications and transactions are aligned with your store’s location and customer base, providing clarity and consistency.

Include Legal Texts

Add necessary legal texts to your documents for compliance. This includes terms and conditions or privacy policies.

Add any required legal texts, such as terms and conditions or privacy policies, to your documents. This ensures that your business complies with legal standards and provides transparency to your customers.