# The five Settings tabs and when to touch each one

> The map of the screen that defines almost everything else — and the right order to fill it in.

## What you will get

A clear idea of where everything lives in **Settings**, so you stop hunting
through the wrong tab.

![Settings screen with the five tabs and the Billing tab open](/Apps/edupay/ajuda/config-abas.png)
*The five tabs sit just below the title. The open one is underlined in blue. The screenshot is from the Portuguese panel; the layout is the same in English.*

## The five tabs

| Tab | What it defines | When to touch it |
|---|---|---|
| **General** | Name, tax ID, logo, contact, address, timezone and currency | Day one, and whenever something changes |
| **Student Portal** | Portal address, how the student logs in, what the record requires | Day one, before enrolling anyone |
| **Contracts** | Institution signature and what happens when a contract expires | Before the first contract |
| **Billing** | How many days ahead to issue, and when to mark as overdue | Before the first charge |
| **Penalty and protest** | Termination penalty and sending debts to a notary | Only if the school will use it |

## The order that saves rework

**1. General first.** The institution's name and tax ID go into every contract
generated. Leaving it for later means redoing contracts.

**2. Student Portal next.** The login field and the mandatory record fields change
the student form. Changing that after a hundred students are on file is painful.

**3. Billing and Contracts before you start selling.** These two are what daily
operations lean on without noticing.

**4. Penalty and protest last**, and only if you will use it.

## The badge inside Penalty and protest

This tab has something the others do not: in the protest block, a **connection
status badge** for the notary service. It says one of three things —
**Connected**, **Not connected** or **Authorization expired** — and it is
clickable: it takes you straight to **Integrations › Debt protest**.

It is worth knowing what it does **not** mean. The two fields on this tab — the
days overdue and the minimum amount — decide who enters the old-debt list, and
they apply with or without a connection. The badge only tells you whether
**sending** is available. A school can set the rules today and connect the notary
next week without losing anything it configured.

## There is a third filter, and it does not live here

The two fields above say when a debt starts qualifying. There is also a limit on
the **other end**: notaries refuse debt that is too old, and that deadline is not
configurable — it is set by the law of the state where the student lives.

In most of Brazil it is **12 months from the due date**. In ten states the window
is longer. Since the minimum is usually 90 days, that leaves roughly nine months
to act in most cases.

That is why a student with a long overdue balance can show up on the list marked
**cannot be protested**, with the reason written on the row. It is not a
misconfiguration: it is that student's notary deadline. The sending article walks
through each case.

## Each tab saves on its own

**There is one Save button per tab, and it stores only that tab.** Filling in
General and switching tabs without saving loses what you typed.

## Who can change it

**Only the school owner.** Team members **see** every tab, with the values filled
in, but **have no Save button** — it does not appear on the screen at all.

That is a coherent choice: Settings changes contracts, billing and student access
in one go.

## How you know it worked

> [certo]
> The page reloads on the same tab, with a green banner confirming the settings
> were saved.

## If something goes wrong

> [erro]
> **You saved and the value reverted.** You probably saved the wrong tab: each
> button stores only its own fields.
>
> **The Save button is not there.** You have the team role. Only the owner changes
> Settings.


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https://edupay.estudiosite.com/en/ajuda/getting-started/settings-overview
2026-08-05