General Settings
Configure your account preferences and business settings
General Settings allow you to configure your account preferences, business information, and platform-wide settings that affect how RevKeen works for you.
Accessing Settings
Navigate to Settings → General in the sidebar.
Business Information
Configure your business details:
| Setting | Description |
|---|---|
| Business Name | Your legal business name |
| Display Name | Name shown to customers |
| Business Address | Registered business address |
| Support Email | Email for customer inquiries |
| Support Phone | Phone number for customers |
| Website URL | Your business website |
Branding
Customize your brand appearance:
- Logo - Upload your business logo (used on invoices, checkout)
- Favicon - Small icon for browser tabs
- Brand Color - Primary color for buttons and accents
- Accent Color - Secondary color for highlights
Brand settings apply to checkout pages, invoices, emails, and the customer portal.
Currency & Localization
| Setting | Description |
|---|---|
| Default Currency | Primary currency for new products |
| Timezone | Used for scheduling and reporting |
| Date Format | How dates are displayed |
| Language | Dashboard language preference |
Invoice Settings
Customize invoice defaults:
- Invoice Prefix - Prefix for invoice numbers (e.g., INV-)
- Next Invoice Number - Starting number for invoices
- Default Due Days - Days until invoice is due
- Default Footer - Text that appears on all invoices
- Default Memo - Note to include on invoices
Email Settings
Configure outgoing email behavior:
| Setting | Description |
|---|---|
| From Name | Name shown in email sender field |
| Reply-To Email | Where customer replies go |
| BCC Email | Receive copies of all customer emails |
Payment Settings
Configure payment behavior:
- Statement Descriptor - What appears on customer credit card statements
- Auto-finalize Invoices - Automatically finalize draft invoices
- Auto-charge Invoices - Automatically charge when invoice due
Use a recognizable statement descriptor to reduce chargebacks. Include your business name or URL so customers recognize the charge.
Subscription Settings
Default settings for subscriptions:
| Setting | Description |
|---|---|
| Proration Behavior | How to handle mid-cycle upgrades/downgrades |
| Collection Method | Auto-charge or send invoice |
| Days Until Due | For invoiced subscriptions |
Notification Preferences
Control which notifications you receive:
- Payment notifications - Successful payments, failures
- Subscription events - New, canceled, past due
- Dispute alerts - Chargeback notifications
- Daily/weekly digests - Summary emails
Data Export
Export your RevKeen data:
- Go to Settings → General → Data Export
- Select what to export (customers, invoices, subscriptions, etc.)
- Choose date range
- Click Export
- Download the CSV file