Settings

Settings let you configure your account preferences, business information, branding, and platform-wide options that affect how RevKeen works for you and your customers.

General settings

Navigate to Settings > General in the sidebar to access general account configuration.

Business information

Configure your business details that appear on invoices, checkout pages, and customer communications:

Branding

Customize your brand appearance across checkout pages, invoices, emails, and the customer portal:

• 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

Currency and localization

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:

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 is due

Wallet payment methods (Apple Pay and Google Pay)

Enable digital wallet payments on your checkout pages. Navigate to Settings > Checkout Appearance to configure:

When enabled, customers see wallet payment tabs alongside the standard card form. Wallet buttons only appear on supported devices.

Apple Pay cannot be used for auto-charge subscriptions because wallet tokens are one-time use and cannot be saved for recurring billing. Customers will be prompted to use a card for these products.

Subscription settings

Default settings for 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:

1. Go to Settings > General > Data Export
2. Select what to export (customers, invoices, subscriptions, etc.)
3. Choose date range
4. Click Export
5. Download the CSV file

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Profile settings

Access your profile settings by clicking your avatar in the top-right corner and selecting My Profile, or navigate to Settings > Profile in the sidebar.

Profile settings are specific to your user account and do not affect your organization's business settings.

Profile photo

Add a profile photo to personalize your account and help team members identify you.

To upload or change your profile photo:

1. Click Upload Photo in the Profile Photo section
2. Select an image file from your device
3. The photo will be uploaded and saved automatically

Personal information

Update your personal details that are displayed across the platform:

To update your profile information:

1. Navigate to your Profile Settings
2. Edit the fields you want to update
3. Click Save Changes
4. You will see a confirmation message when saved successfully

Changing your email

For security reasons, email address changes require verification:

1. Contact the support team with your request
2. Verify ownership of both your current and new email addresses
3. Once verified, your email will be updated

Security

From the Profile page, you can also access security settings:

• Change Password -- Update your account password

Click the Change Password button in the Security section to update your password. You will need to provide your current password and confirm your new password.

Profile best practices

• Use a professional photo that clearly shows your face
• Keep your contact information up to date for account recovery
• Use your real name so team members can easily identify you
• Add your job title to help others understand your role
• Change your password regularly and use a strong, unique password

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Custom fields

Navigate to Settings > Custom Fields to manage your fields.

Custom fields allow you to capture additional information on customers, orders, and subscriptions that is specific to your business needs.

What are custom fields?

Custom fields let you store additional data on RevKeen objects:

• Customers -- Industry, company size, account manager
• Orders -- Special instructions, project codes, PO numbers
• Subscriptions -- Contract ID, renewal notes
• Checkout -- Collect info during checkout (license plate, T-shirt size)

Supported entities

Field types

Creating a custom field

1. Click Add Field
2. Select the entity (Customer, Order, etc.)
3. Enter a field name
4. Select the field type
5. Configure options:
   • Required -- Must be filled
   • Visible to customer -- Shown on portal/checkout
   • Editable by customer -- Customer can update
6. For Select/Multi-Select, add the options
7. Click Create Field

Checkout custom fields

Collect information during checkout:

1. Create a custom field with entity type "Checkout"
2. Mark it as required if needed
3. The field appears on the checkout page
4. Data is stored with the order or subscription

Common checkout fields:

• T-shirt size
• Dietary restrictions
• License plate number
• Purchase order number
• Gift message

Viewing custom field data

Custom field values appear:

• On the entity detail page (Customer, Order, etc.)
• In list views (enable column)
• In exports (CSV, reports)
• Via API in the metadata object
• In webhook payloads

Filtering by custom fields

Use custom fields to filter lists:

1. Go to the entity list (Customers, Orders, etc.)
2. Click Filters
3. Select your custom field
4. Enter the filter value
5. Apply the filter

Editing custom fields

You can modify certain field properties after creation:

Deleting custom fields

To delete a custom field:

1. Click the field to edit
2. Click Delete Field
3. Confirm deletion

Next steps

• Team Management -- Manage team access and permissions
• Notifications -- Configure notification preferences
• Events -- Monitor activity across your account