# Overview: Settings

> 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          |

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

## Custom domain

Use your own domain for hosted pages:

1. Navigate to **Settings > Custom Domain**
2. Enter your desired subdomain (e.g., `pay.yourcompany.com`)
3. Add the provided DNS records to your domain
4. 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 |

<Card title="Learn more about dunning" icon="solid rotate" color="#C6C7F8" href="/guides/billing/dunning-recovery/automatic-retries-emails">
  Understand how PaymentKit handles failed payments and recovery.
</Card>

# 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:

1. Navigate to **Settings > Email Templates**
2. Select the template to customize
3. Edit the subject line and body content
4. Preview and save changes

<Note>
  Use template variables like `{{customer_name}}` and `{{invoice_total}}` to personalize emails.
</Note>

# 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)

<Tip>
  Available payment methods depend on your connected payment processors and their capabilities.
</Tip>

## 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:

1. Navigate to **Settings > Team**
2. Click **Invite Member**
3. Enter their email and select a role
4. 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

<Note>
  Always use separate API keys for test and production environments. Never share secret keys.
</Note>

## Webhooks

Configure webhook endpoints to receive event notifications:

<Card title="Set up webhooks" icon="solid webhook" color="#C6C7F8" href="/guides/integration/webhooks">
  Learn how to configure and secure webhook endpoints.
</Card>

# 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 |

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

***

\[MBCC]