Account Setup
Configure your merchant account, business profile, and branding
Before you can start accepting payments, you need to set up your RevKeen merchant account. This guide walks you through the essential configuration steps.
Prerequisites
- A RevKeen account (sign up at app.revkeen.com/signup)
- Your business registration details
- Business bank account information (for payouts)
- Company logo and branding assets
Setup Steps
1
Complete Business Profile
Navigate to Settings → Business Profile in your dashboard and provide:
- Business Name — Your legal business name
- Display Name — Name shown to customers on invoices
- Business Address — Legal registered address
- Support Email — Where customers can reach you
- Support Phone — Customer support phone number
- Website URL — Your business website
2
Configure Tax Settings
Go to Settings → Tax Configuration to set up tax collection:
- Tax ID / VAT Number — Your tax registration number
- Tax Rates — Configure rates for your jurisdiction
- Tax Behavior — Inclusive or exclusive pricing
RevKeen supports automatic tax calculation for many jurisdictions. Contact support if you need help with complex tax setups.
3
Upload Branding Assets
Customize how your brand appears to customers in Settings → Branding:
- Logo — Displayed on invoices, checkout, and emails (PNG/SVG, min 200px)
- Favicon — Browser icon for hosted pages
- Brand Color — Primary color for buttons and accents
- Email Footer — Custom text for email communications
4
Set Up Payment Gateway
Connect your payment processor in Settings → Payment Gateway:
- Select your gateway provider (NMI recommended)
- Enter API credentials
- Configure test mode for development
- Verify connection with a test transaction
See our Gateway Setup Guide for detailed instructions.
5
Configure Notifications
Choose which emails to send in Settings → Notifications:
- Payment receipts
- Invoice reminders
- Subscription confirmations
- Dunning (payment retry) notifications
- Trial ending reminders
6
Create Your First Product
Set up a product to start selling in Products → Create Product:
- Product name and description
- Pricing (one-time or recurring)
- Billing interval (monthly, yearly, etc.)
- Trial period (optional)
Verify Your Setup
Before going live, verify your configuration:
✓Business profile complete
✓Payment gateway connected and tested
✓Branding assets uploaded
✓At least one product created
✓Test payment completed successfully
Always test your entire checkout flow in test mode before accepting real payments. This helps catch configuration issues before they affect customers.