# Step 1 — Institution details

> Name, country, currency and timezone — the four decisions that apply to everything that comes after.

## What you will get

The first step of the wizard finished. There are four fields, and the system
tries to guess three of them for you.

![Step 1 of the wizard, with the Institution name, Country, Currency and Timezone fields](/Apps/edupay/ajuda/assistente-passo-1.png)
*The fields come pre-suggested. Check them before continuing — the currency above all.*

## The four fields

**Institution name** — the name that will appear on contracts and in the emails
students receive. Use the name the school is known by, not necessarily its legal
name.

**Country** — sets the defaults for the rest. Changing the country re-suggests
the currency and the timezone.

**Currency** — **the most important field on this screen.** It defines how every
amount is written in the system and which currency charges are born in.

**Timezone** — defines what "today" means to the system. It decides when an
installment falls due and at what hour the overnight routines run. The wrong
timezone makes installments fall due a day early or late.

## About the currency, before you click Continue

> [erro]
> **Check the currency carefully.** Once charges have been issued, changing it
> converts nothing: old amounts keep the number they had and start being read in
> the new currency. An installment of 247 becomes 247 in the other currency, and
> the whole portfolio goes wrong.
>
> If your school charges in more than one currency, that is a conversation to
> have before you start — talk to support.

## Step by step

**1. Check the institution name.**

**2. Choose the country.** Currency and timezone adjust themselves.

**3. Confirm the currency**, and only change it if you really charge in another.

**4. Confirm the timezone.** It matters more than it looks.

**5. Click Continue.**

## How to tell it worked

> [certo]
> The ruler at the top marks the **Institution** step with a green mark, and the
> wizard moves on to **Portal**.

## If something goes wrong

> [erro]
> **My school's country is not on the list.** Talk to support before picking a
> similar one — the country sets the currency, the timezone and the available
> payment methods.
>
> **I picked the wrong currency and already finished.** If no charge has been
> issued yet, it can be fixed under **Settings**. If one has, talk to support
> before touching anything.
>
> **The name came out wrong on the contract.** That is this screen's field. Fix
> it under **Settings** — contracts generated from then on carry the new name.


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https://edupay.estudiosite.com/en/ajuda/getting-started/step-1-institution-details
2026-08-05