Additional features

This page covers additional features to help you customise and manage your Revolut Reader experience. Learn how to set up your product catalogue, configure tax rates, and manage team member access.

Product catalogue​

With your Revolut Business or Pro account, you can create your own product/service catalogue to streamline your checkout process. The product and catalogue management feature allows you to define your product offerings, and organise them into categories.

Add products​

To add products to your catalogue:

1. Log in to your Revolut Business account via a web browser.
2. Navigate to the Merchant > Products menu and click the New product button.
3. Enter the product details:
   • Name: Enter the product name.
   • Category: Assign the product to an existing category or create a new one.
   • Retail price: Include the price with sales tax.
   • Unit: Specify the unit (e.g., per item, per hour).
   • Sales tax: Select an applicable tax rate.
4. Click Create to add your new product.

Edit products​

To update product details:

1. Navigate to your product catalogue.
2. Select the product you want to modify.
3. Update any of the product details and save the changes.

Delete products​

To remove a product:

1. Navigate to your product catalogue.
2. Select the product you want to delete.
3. Click/tap Delete product.
4. Confirm your choice to remove the product from your system.

Categories​

Categories help organise products for easier management. They allow you to group similar products together, making it easier to find and process items during transactions.

Add categories​

To add a new category:

1. Log in to your Revolut Business account via a web browser.
2. Navigate to the Merchant > Products menu and click the Categories button.
3. Click New button.
4. Enter the Name and choose a colour for easy identification.
5. Click Create to add your new category.

Edit categories​

To update category details:

1. Navigate to your product catalogue.
2. Select the category you want to modify.
3. Update any of the details and save the changes.

Delete categories​

To delete a product category:

1. Navigate to your product catalogue.
2. Select the category you want to delete.
3. Click/tap Delete category.
4. Confirm your choice to remove the category from your system.

Tax rates​

Tax rates can be configured so merchants can ensure compliance with local tax laws.

Add tax rates​

Tax rates appear in the Sales tax dropdown during product creation. To add a new tax rate:

1. Select an item to edit or add a new item.
2. On the add/edit item screen, tap More options (on mobile only).
3. Tap the Sales tax dropdown.
4. Tap Manage rates.
5. Tap Add new and enter a name and percentage.
6. Tap Add to save and finish.

Edit tax rates​

1. Select an item to edit or add a new item.
2. On the add/edit item screen, tap More options (on mobile only).
3. Tap the Sales tax dropdown.
4. Tap Manage rates.
5. Select the rate you want to edit.
6. Tap Save after making your changes.

Delete tax rates​

1. Select an item to edit or add a new item.
2. On the add/edit item screen, tap More options (on mobile only).
3. Tap the Select tax rate dropdown.
4. Tap Manage rates.
5. Select the rate you want to delete.
6. Tap Delete and confirm your choice to remove the rate from your system.

Team members​

To use a Revolut Reader, your team members need to be assigned a role and given specific access rights to your Revolut Merchant account.

Invite team members and assign roles​

To add team members to your organisation, you need to send them an invitation:

1. Log in to your Revolut Business account via a web browser.
2. Navigate to the Team menu and click the Invite button.
3. Enter the email address of your team member you want to invite.
4. Click Continue.
5. Assign a role with Revolut Reader permissions or create a new one.
6. Click Assign role.
7. An invitation link will be sent to the provided email address.

Join your team​

1. After your team members receive the invite link, they need to complete the registration process.
2. Once registered, download the Revolut Business app.
3. They can use their credentials to log in.

Provide access rights​

When creating a new role, to allow your team members to use Revolut Reader the following permissions should be provided at least:

• Merchant section:
  • View merchant transactions
• In-store section:
  • Create in-store payments