Configure your PaymentKit account settings to customize branding, billing behavior, notifications, and more.

Account settings

Access settings through the dashboard sidebar under Settings.

Brand & Identity

Customize how your business appears to customers:

Setting	Description
Company name	Your business name shown on invoices and checkout
Logo	Displayed on hosted pages, emails, and invoices
Primary color	Brand color used in checkout and portal
Support email	Contact email shown to customers
Support URL	Link to your help center or support page

Upload a high-resolution logo (at least 512x512px) for best results across all devices and email clients.

Custom domain

Use your own domain for hosted pages:

Navigate to Settings > Custom Domain
Enter your desired subdomain (e.g., pay.yourcompany.com)
Add the provided DNS records to your domain
Wait for verification (usually within an hour)

Once configured, your checkout and portal URLs will use your custom domain instead of paymentkit.com.

Business details

Configure your business information for invoices and tax compliance:

Field	Description
Business address	Your registered business address
Tax ID	VAT, GST, or other tax identification number
Default currency	Primary currency for new prices
Default timezone	Used for reports and scheduled operations

Billing settings

Invoice settings

Configure default invoice behavior:

Setting	Default	Description
Invoice numbering	Sequential	Number format (e.g., INV-0001, INV-0002)
Invoice prefix	INV	Prefix for invoice numbers
Footer text	Empty	Custom text shown at bottom of invoices
Payment terms	Due immediately	Default days until payment is due

Dunning behavior

Configure what happens when payments fail:

Behavior	Subscription	Invoice	Description
Cancel and mark uncollectible	Cancelled	Uncollectible	Default - clean break
Cancel and keep open	Cancelled	Open	Pursue collection externally
Keep past due and mark uncollectible	Past Due	Uncollectible	Maintain service, write off debt
Keep past due and keep open	Past Due	Open	Maintain service, continue collection

Learn more about dunning

Understand how PaymentKit handles failed payments and recovery.

Email settings

Email notifications

Configure which emails are sent to customers:

Email	Default	Description
Invoice created	Enabled	When a new invoice is generated
Invoice paid	Enabled	Payment confirmation receipt
Payment failed	Enabled	Notification when payment fails
Subscription created	Enabled	Welcome email for new subscriptions
Subscription cancelled	Enabled	Confirmation of cancellation
Trial ending	Enabled	Reminder before trial period ends

Email templates

Customize the content of customer emails:

Navigate to Settings > Email Templates
Select the template to customize
Edit the subject line and body content
Preview and save changes

Use template variables like {{customer_name}} and {{invoice_total}} to personalize emails.

Checkout settings

Payment methods

Enable the payment methods available at checkout:

Credit/debit cards - Visa, Mastercard, Amex, etc.
Digital wallets - Apple Pay, Google Pay
Bank payments - ACH, SEPA (where supported)
Buy now, pay later - Klarna, Afterpay (where supported)

Available payment methods depend on your connected payment processors and their capabilities.

Checkout options

Setting	Description
Allow promotion codes	Let customers enter discount codes
Collect billing address	Require full billing address
Collect shipping address	Require shipping address (for physical goods)
Terms and conditions URL	Link to your terms (shown at checkout)

Team settings

Team members

Invite team members to access your PaymentKit account:

Navigate to Settings > Team
Click Invite Member
Enter their email and select a role
They’ll receive an invitation email

Roles and permissions

Role	Permissions
Owner	Full access, can manage billing and delete account
Admin	Full access except account deletion
Developer	API keys, webhooks, and test mode
Support	Read-only access, can issue refunds
Viewer	Read-only access

API settings

API keys

Manage your API keys:

Create new keys - Generate secret and publishable keys
Rotate keys - Create new keys while keeping old ones active
Revoke keys - Immediately disable compromised keys

Always use separate API keys for test and production environments. Never share secret keys.

Webhooks

Configure webhook endpoints to receive event notifications:

Set up webhooks

Learn how to configure and secure webhook endpoints.

Test mode

Toggle between test and live modes at the top of the dashboard:

Mode	Description
Test mode	Use test API keys, process test payments
Live mode	Use live API keys, process real payments

Always test your integration thoroughly in test mode before going live. Test mode data is separate from live data.

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