RevKeen Docs
Getting Started

First Payment

Create a product, generate a checkout link, and collect your first payment

What You Will Learn

  • How to create your first product in the RevKeen dashboard
  • How to set a price for your product
  • How to generate a checkout link and share it with customers
  • How to verify the payment appears in your dashboard

Time to complete: approximately 5 minutes.

Prerequisites

Before you begin, make sure you have completed the following:

  • Account Setup -- Your RevKeen account is created and you can log in
  • Gateway Setup -- Your payment gateway is connected (test mode is fine)

You can complete this entire guide using test mode. No real charges will be made.

Step 1: Create a Product

Products represent what you sell. Start by creating your first one.

In your RevKeen dashboard, go to Products in the sidebar navigation.

Click "Create Product"

Click the Create Product button in the top right corner.

Fill in product details

Enter the following information:

  • Name -- Give your product a clear name (e.g., "Starter Plan" or "Consulting Session")
  • Description -- A brief description of what the customer gets
  • Fulfillment Type -- Choose "None (Service)" for digital services, "Digital" for downloadable content, or "Physical" for shipped goods

Save the product

Click Save to create your product. You will be taken to the product detail page.

Step 2: Set a Price

Every product needs at least one price. For your first payment, we will create a simple one-time price.

Add a price

On the product detail page, click Add Price in the Prices section.

Configure the price

  • Price type -- Select "One-time" for a single payment
  • Amount -- Enter the price (e.g., 29.00)
  • Currency -- Select your currency (e.g., USD)

Save the price

Click Save to attach the price to your product.

Checkout links are shareable URLs that take your customers directly to a hosted payment page.

From the product detail page, click Create Checkout Link, or navigate to Checkout Links in the sidebar and click Create.

Select the product and price

Choose the product and price you just created. Set the quantity to 1.

Configure options

Optionally customize:

  • Success URL -- Where to redirect after payment (e.g., your thank-you page)
  • Branding -- Your logo and colors will be applied automatically based on your account settings

Click Create Link. Your checkout link will be generated and displayed.

Step 4: Share and Collect Payment

Now you have a live checkout link ready to accept payments.

Copy the checkout URL from the dashboard. It will look something like: https://checkout.revkeen.com/pay/lnk_xxxxxxxx

Test the checkout

Open the link in a new browser tab. You will see the hosted checkout page with your product, price, and branding.

Complete a test payment

If you are in test mode, use one of the test card numbers:

  • Visa (Approved): 4111 1111 1111 1111
  • Mastercard (Approved): 5431 1111 1111 1111
  • Use any future expiration date and any CVV

Fill in the card details and click Pay.

You can share checkout links anywhere -- email, social media, your website, or embed them in a button. They work on any device.

Step 5: View in Dashboard

After the test payment completes, verify it in your dashboard.

Check the Transactions page

Navigate to Transactions in the sidebar. You should see your test payment listed with a "Completed" status.

Check the Invoices page

Navigate to Invoices. An invoice was automatically created for the payment, with the product and price as a line item.

Check the Customers page

Navigate to Customers. A customer record was created for the email address used during checkout.

Congratulations -- you have processed your first payment with RevKeen! The dashboard shows the transaction, the invoice, and the customer, all linked together.

What Happens Behind the Scenes

When a customer completes checkout, RevKeen automatically:

  1. Creates a customer record (or links to an existing one by email)
  2. Generates an invoice with the product and price as line items
  3. Processes the payment through your connected gateway
  4. Records the transaction with full cost and margin tracking
  5. Sends a receipt to the customer (if email notifications are enabled)

Next Steps

Edit on GitHub

Gateway Setup

Connect your payment processor to RevKeen

First Subscription

Set up your first recurring billing plan with trials and lifecycle management

On this page

What You Will LearnPrerequisitesStep 1: Create a ProductNavigate to ProductsClick "Create Product"Fill in product detailsSave the productStep 2: Set a PriceAdd a priceConfigure the priceSave the priceStep 3: Generate a Checkout LinkCreate a checkout linkSelect the product and priceConfigure optionsGenerate the linkStep 4: Share and Collect PaymentCopy the linkTest the checkoutComplete a test paymentStep 5: View in DashboardCheck the Transactions pageCheck the Invoices pageCheck the Customers pageWhat Happens Behind the ScenesNext Steps