Getting Started with SolvGo
Before using SolvGo for daily operations, you need to configure your business settings. This ensures that your documents, pricing, and tax calculations are accurate and consistent.
Accessing Business Settings
Log in to your account
Open the Business Management section
This is where you manage your core company information.
Choosing Your Currency
Select your company’s currency.
SolvGo uses Canadian dollars by default
You can change the currency at any time
The selected currency will apply to:
Quotes
Invoices
Payments
Make sure this matches the primary currency of your business operations.
Adding Your Company Address
Enter your company address.
This information:
Appears on your business documents
Ensures professionalism
Keeps your records consistent
Configuring Tax Information
Next, enter your tax details.
You will need to provide:
Tax ID name
Tax ID number
These details will automatically appear on your quotes and invoices.
Adding Tax Rates
You can also create your tax rates.
To add a tax rate:
Enter the tax name
Enter the percentage
Once saved, these tax rates will be available for selection on all future quotes and invoices.
After completing these steps, your business is fully configured and ready to operate within SolvGo.