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Help Centre

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🛷 Installation & Setup

How do I install Setwel Biz Suite on Windows?
3 steps:
  1. Download the installer from setwelbusiness.co.za/download
  2. Double-click the .exe file. If Windows shows "Unknown publisher" — click More info → Run anyway. This is normal for new software.
  3. The Setup Wizard opens. Enter your business details and your 30-day free trial begins immediately.
How do I install it on my Android phone?
No app store needed:
  1. Open setwelbusiness.co.za/mobile.html in Chrome on your Android
  2. Tap the Chrome menu (three dots) → Add to Home Screen
  3. Tap "Add" — the app icon appears on your home screen
  4. Open it from your home screen — works offline immediately
Works on any Android from about R500 with Chrome installed.
Can I install it on multiple computers?
Yes. Your licence allows installation on all your own devices — Windows PC at the office, laptop at home, phone. Each device stores its own data. To move data between devices, use the Export → CSV feature from Settings, then Import on the new device.
What are the system requirements?
Windows: Windows 10 or 11 (64-bit), 200MB disk space, 2GB RAM.
Android: Android 8.0+, Chrome browser, any phone from approx R500.
iPhone: iOS 14+, Safari browser.
No internet required after first installation on any platform.

📋 Account & Subscription

How does the 30-day free trial work?
Download the app and start immediately — no credit card required. You have full access to all features for 30 days. On day 31, you'll see a subscription prompt. Your data is preserved regardless of whether you subscribe.
What happens when my trial ends?
The app shows a subscription screen. Your data is never deleted. Subscribe to continue using all features, or export your data via CSV from the trial-ended screen at any time.
Can I switch plans?
Yes, anytime. WhatsApp us at +27 82 082 9050 or email support@setwelbusiness.co.za and we'll switch your plan the same day. Upgrades apply immediately. Downgrades apply at your next billing date so you don't lose time you've already paid for.
How do I cancel?
Cancel anytime by WhatsApping us at +27 82 082 9050 or emailing support@setwelbusiness.co.za. No cancellation fee. Your access continues until the end of the billing period. Your data stays on your device indefinitely.

🧾 Invoicing & Quotes

How do I create my first invoice?
Go to Invoices → New Invoice. Select or create a customer, add line items, set VAT. The invoice number, date, and your business details are filled in automatically. Tap Save → Send via WhatsApp or PDF email. Done.
How do I send an invoice via WhatsApp?
On any invoice, tap the WhatsApp icon. The app generates a PDF and opens WhatsApp with it attached and a pre-written message ready to send. You just select the customer's contact and hit send.
How do I convert a quote to an invoice?
Open the quote → tap "Convert to Invoice". All line items, pricing, and customer details transfer automatically. The original quote is marked as Accepted. One tap — done.
Is my invoice SARS-compliant?
Yes. Every invoice is formatted as a TAX INVOICE meeting all SARS requirements: sequential invoice numbering, your VAT registration number, customer VAT number field, VAT amount shown separately, full business and customer details.

👔 Payroll & IRP5

How do I run payroll?
Go to Payroll → New Pay Run → select the month. Add employees or select existing ones. The app calculates PAYE, UIF, and SDL automatically using current SARS rates. Review the payslips → tap "Generate All Payslips". Send each payslip via WhatsApp or PDF.
What tax rates does it use?
Setwel Biz Suite uses the official current SARS tax year rates — updated every February after the Budget Speech. PAYE uses the sliding scale tax tables. UIF is 2% of gross (1% employee, 1% employer). SDL is 1% of gross payroll above R500,000 per year.
How do I generate IRP5 certificates?
Go to Payroll → Year-End → IRP5 Certificates. Select the tax year. The app generates an IRP5 for every employee with all year-to-date earnings and deductions. Print or save as PDF for each employee and for your SARS submission.
Can I do payroll for domestic workers?
Yes. Add a domestic worker employee with their ID number. The app generates compliant payslips and IRP5 summaries. UIF registration for domestic workers is required by law — see ufiling.co.za for registration.

🏛 VAT & SARS

How do I prepare my VAT201 return?
Go to Reports → VAT Report → select your VAT period (usually 2 months). The app calculates your output VAT (from sales), input VAT (from supplier invoices you've captured), and your net liability or refund. Export as PDF — the format matches exactly what SARS needs for eFiling.
When must I register for VAT?
You must register for VAT if your taxable turnover exceeds R1,000,000 per year. You may register voluntarily at R50,000 per year. Setwel tracks your year-to-date revenue and will alert you when you approach the threshold. Contact SARS or a tax practitioner for registration assistance.
What if I make a VAT mistake?
Correct it before submission — simply edit the transaction and re-run the VAT report. If you've already submitted and need to correct it, SARS allows a VDP (Voluntary Disclosure Programme). Contact your tax practitioner for guidance on corrections.

🏪 Spaza & Cash Businesses

How does the cash float tracker work?
Open your app each morning → tap Cash Float → enter your opening float amount. Record each cash sale throughout the day. At closing, tap Close Day → count your till → the app shows you whether your cash balances. Any difference is flagged immediately.
How do I manage a stokvel?
Go to Stokvel Manager → New Stokvel. Add all members with their names and contact numbers. Record each monthly contribution. When it is someone's turn to receive, record the payout. All members can receive a WhatsApp statement showing their full contribution history.
How does layby management work?
Create a new Layby from the Sales menu. Enter the item, total price, deposit, and collection date. The app tracks outstanding balance. When the customer pays their next instalment, record it. A WhatsApp reminder is sent automatically 3 days before the collection date.

📦 Inventory & Stock

How do I add stock to my inventory?
Go to Inventory → New Product. Enter a description, SKU, cost price, sale price and VAT rate, then set an opening quantity. From that point, stock updates automatically every time you invoice a sale or receive a supplier delivery — no manual recounting.
How do low stock alerts work?
Set a minimum quantity per product in its settings. When stock falls at or below that number, an alert appears on your dashboard and can be sent to WhatsApp so you can reorder before you actually run out.
Can I track stock across more than one location?
Yes. Builder tier and above supports multiple warehouses or storerooms, each with its own stock levels, so you always know what's on hand at each site.
Which plan includes inventory management?
Inventory and stock tracking is included from the Builder tier upward. Hustler and Grinder include the Product Catalogue (unlimited products for invoicing) but not live stock-level tracking. See pricing for the full comparison.

📷 Camera Invoice Scanning

How do I scan an invoice or receipt?
In the app, tap the camera icon. Point your phone's rear camera at the invoice — align it inside the orange frame. Tap the capture button. The AI reads the supplier name, invoice number, date, line items, VAT, and total automatically. Review the extracted data → tap Save.
The camera won't open. What do I do?
This is usually a browser permissions issue. In Chrome on Android: tap the lock icon in the address bar → Permissions → Camera → Allow. Then tap Retry. On iPhone: Go to Settings → Safari or Chrome → Camera → Allow.
The AI read the invoice incorrectly. What do I do?
Tap any field in the results to edit it manually. Common causes: poor lighting, crumpled paper, faded ink. For best results: good lighting, phone held steady, full invoice visible in the frame. The AI's confidence level (High/Medium/Low) tells you how reliable the scan was.

💾 Backup & Data

How do I back up my data?
In Setwel Invoicing, go to Data & Backup → Backup Now. This downloads a .json backup file you can save to Google Drive, WhatsApp to yourself, or copy to an external drive. Your data is also automatically saved on-device every time you make a change — the manual backup is your safety copy in case you switch devices or clear your browser.
How do I restore from a backup?
Go to Data & Backup → Restore Backup and select your .json file. This replaces the current data on the device with your backup, after showing you exactly what's in the file. Always export a current backup before restoring, in case you need to go back.
Is my data safe if my phone or computer breaks?
Your data is on your device only — if the device breaks without a backup, data may be lost. This is why regular backups are critical. Email yourself a backup weekly, or save it to Google Drive. It takes 10 seconds.

🔧 Troubleshooting

The app won't open after Windows update
Try running as Administrator: right-click the shortcut → Run as administrator. If that doesn't work, reinstall from setwelbusiness.co.za/download — your data is not affected by reinstalling. Contact support if the issue persists.
The mobile app or invoicing screen looks blank or won't open
Refresh the page — hard-refresh if you can (clear the browser cache for setwelbusiness.co.za, or open in a private/incognito tab) since your browser may be showing an older cached version. If it still doesn't open, WhatsApp us at +27 82 082 9050 and we'll help right away.
My invoice numbers look wrong or out of order
Invoice numbers are generated automatically in sequence (INV-0001, INV-0002...) and cannot currently be customised or renumbered — this keeps your numbering audit-safe for SARS. If you have a specific numbering requirement for your business, WhatsApp us and we'll look into it.

Still stuck? Our team is here.

Our SA-based support team responds same day. WhatsApp is fastest — we usually reply within an hour.

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