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Settings

Open the Settings page at https://clickcollect.coffee/portal/settings/ to manage company details, region-specific payment setup, VAT, and storefront policies.

What this page controls​

  • Company profile details
  • Operating country and currency context
  • Enabled payment gateways and preferred gateway
  • Yoco webhook setup and management
  • VAT registration and tax number
  • Storefront content such as About Us, terms, privacy, and delivery instructions

Update the company profile​

1. Open Settings and start in Company Profile​

This section is where business identity and invoice-facing information lives.

Live screenshotSettings page overview
Settings page overview
static/img/portal/settings/01-settings-overview.png

2. Complete the company profile fields​

Work through these fields in order:

  • Operating country
  • Shop name
  • WhatsApp number
  • Company email
  • Invoice prefix
  • Company address
  • VAT / Tax number

The operating country drives the currency and the payment-gateway guidance shown further down the page.

Live screenshotCompany profile fields
Company profile fields
static/img/portal/settings/02-company-profile.png

Set up payment integrations​

3. Open Storefront Payments​

The payment section shows the market-specific guidance for the selected country and lets you choose which gateways are enabled.

Live screenshotStorefront payments section
Storefront payments section
static/img/portal/settings/03-storefront-payments.png

4. Enable the gateways you want to offer​

The current portal supports market-aware gateway options including:

  • Yoco
  • PayFast
  • Ikhokha

Use the checkboxes to enable the gateways that fit your market, then select the preferred online payment gateway.

Live screenshotEnabled gateways and preferred gateway
Enabled gateways and preferred gateway
static/img/portal/settings/04-gateway-selection.png

5. Complete gateway-specific setup details​

For Yoco, the page supports secret-key entry, webhook-secret generation, webhook listing, and webhook deletion. The page also exposes generated callback URLs so you can complete the provider-side setup cleanly.

Live screenshotGateway-specific setup and callback URLs
Gateway-specific setup and callback URLs
static/img/portal/settings/05-gateway-setup-details.png

Set up VAT​

6. Toggle VAT registration and enter the tax number​

If the business is VAT registered, enable the VAT option and complete the tax-number field. This keeps invoice and tax-facing business details aligned.

Live screenshotVAT registration controls
VAT registration controls
static/img/portal/settings/06-vat-controls.png

Set storefront policies​

7. Open Storefront Policies and complete the content editors​

The policy area is where you maintain storefront-facing text such as:

  • About us
  • Terms and conditions
  • Privacy policy
  • Delivery instructions
  • Allergen warnings

These entries feed the storefront policy experience and supporting content pages.

Live screenshotStorefront policies editors
Storefront policies editors
static/img/portal/settings/07-storefront-policies.png

8. Save and verify the policy content on the storefront​

After updating the policy text, confirm the copy is correct from the storefront side as well as the portal side.

Live screenshotSaved storefront policies
Saved storefront policies
static/img/portal/settings/08-saved-policies.png

Good practice​

  • Set the operating country first so the rest of the payment guidance matches your market.
  • Keep the invoice prefix stable once you begin issuing invoices.
  • Regenerate and document webhook details carefully when changing payment credentials.
  • Review policy copy regularly so storefront information stays accurate.