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Settings

Account-level configuration. Settings is a single page at /settings/* with seven sub-pages selectable from a left sub-nav. Each sub-page has its own URL slug (handy for bookmarking).

Sub-pageURLPurpose
Company/settings/companyLegal entity details, language, address
Branding/settings/brandingLogo, colors, fonts, customer-facing appearance
Receipt information/settings/receipt-informationWhat appears on receipts
Payment providers/settings/payment-providersMethods turned on/off for the account
Bank Accounts/settings/bank-accountsWhere settlement funds land
Manage users/settings/users (slug differs from label)Add and manage teammates
Terms and conditions/settings/terms-and-conditionsCustomer-facing legal text + footer links

Company

/settings/company

The legal-entity details for the merchant account. Some fields are locked once the company is verified — "Some information cannot be edited once your company profile has been verified. Contact us if you need to update these."

Fields

FieldEditable when verifiedNotes
Company Merchant IDnoRead-only ID. Use this when contacting support.
StatusnoVERIFIED once KYC is complete.
Registered business nameno (locked)The legal name on file.
Company registration numberno (locked)Government-issued identifier. Optional.
VAT numberno (locked)If applicable. Optional.
Business emailyesUsed for system notifications.
Business phoneyes
Language preferenceyesAccount-default language. Note: a user's personal language preference takes precedence over the company setting.
Addressno (locked)Multi-line, including post code and country code.
Confirm verification + edit-lock UX

What does a user see if they try to edit a locked field — disabled control, error on save, nothing visible? And document the support contact for changes.


Branding

/settings/branding

Customize the visual appearance customers see — logo, images, colors, fonts applied to checkout pages, receipts, and other customer-facing surfaces.

"Make sure your customers identify your shop by adding your logo and images."

Brand images

ImageWhere it appearsRecommended size
LogoOnline shop, checkout page, customer receipts1:1 ratio, 64×64 px
Checkout imageCheckout experience16:9 ratio, 1920×1080 px

Each has an Upload photo button.

Confirm accepted formats

PNG/JPEG/SVG? Max file size? What happens with non-conforming aspect ratios?

Colour

FieldDescriptionDefault
Brand colour"Define colours used for the shop and payment experience."#000000
Secondary colour"Used on text body copy."#909090

A Reset colours action reverts both to the defaults above.

Fonts

FieldDescriptionDefault
Primary font"Used for headlines, titles and section headings."Montserrat, Semi Bold
Secondary font"Used for all body copy."Nunito Sans, Semi Bold

A Reset fonts action reverts both to the defaults.

Document the font picker

Is the picker a fixed list, web fonts only, or can custom fonts be uploaded?


Receipt information

/settings/receipt-information

"Customise the information that is displayed on your customer's receipt."

Company information (read-only)

This block mirrors what's set on CompanyCompany name and Address. To change them, edit Company.

Additional elements (toggles)

Each is an on/off switch with descriptive copy:

ToggleWhat it does (verbatim)
Security code"Security word is a simple way of identifying an order or transaction."
Confetti"This is an animation displayed to your customers after successful payment."
Rate your payment experience"An emoji rating that allows customers to provide feedback on their payment."
Email Receipts"Displays an email receipt button on the payment page after completion and sends an automatic payment confirmation email to the customer if their e-mail address is known."
Document any additional toggles or custom-text fields not captured above.

Payment providers

/settings/payment-providers

"Turn payment methods on and off with one click."

A list of payment methods/providers with toggles to enable or disable each one.

Document the providers list

Send the full list of methods/providers shown on the page (cards: Visa/Mastercard/Amex; wallets: Apple Pay/Google Pay; bank: SEPA/Open Banking; etc.). Note any that need additional config (per-provider credentials, MID).


Bank Accounts

/settings/bank-accounts

"Pomelo makes payouts to your bank account. View your linked bank accounts below."

Each row in the list shows:

FieldNotes
Default badgeMarks the primary payout account.
CurrencyThe currency this account receives.
Account labelDisplay name.
Sort code / account numberMasked or full — confirm.
StatusConnected once linked.

Plus an Add bank account button.

Document Add bank account flow

Walk through and capture: required fields per currency, verification flow (manual / open-banking / micro-deposits?), how to set default vs. secondary, multi-currency support.


Manage users

/settings/users — note the URL slug differs from the sub-nav label ("Manage users" → /users).

"You can invite, edit, suspend and remove users using the options context menu."

Actions

  • Invite new user button — top of the page.
  • Find a user search box.
  • Options menu per row (the "context menu" referenced in the helper text) — provides edit / suspend / remove.

Roles

Document the role taxonomy

This is the single most important thing for the For Admins section. Click "Invite new user" and capture the role options shown on the form. Then document the permissions matrix.


Terms and conditions

/settings/terms-and-conditions

Two distinct features on this sub-page:

Add terms & conditions

"Upload terms and conditions for the shop and payment experience." "Customers will need to agree to your terms before they can proceed."

Click Add to upload a T&Cs document.

Document the upload

Accepted formats? Multiple T&Cs supported (different products / regions)? Versioning?

"Add up to 3 hyperlinks to the footer of your shop and payment experience."

A maximum of three custom footer links. Click Add footer link to add one (URL + label).

  • Subscription — billing for the platform itself (separate from these account settings).
  • Team & roles — the conceptual page that explains the role model in depth.