How to update your account settings

How to update your account settings

Morgan AI's settings give you control over your business profile, notification preferences, payment setup, and more.

Accessing settings

Tap the profile icon in the top right corner of the home screen, or tap the Settings tab if you're on iPad.

Business profile settings

Under Settings > Business Profile, you can update:

• Business name (appears on invoices and payment pages)
• Business logo (upload a square image, at least 200×200px)
• Phone number
• Business address
• Website URL
• Tax registration number (for invoice footer)

Notification settings

Under Settings > Notifications, control when you're notified:

• Payment received
• Invoice paid
• Invoice overdue
• Payment reminder sent
• New message from customer

You can choose between push notifications, email, or both.

Invoice settings

Under Settings > Invoices, customize:

• Default payment terms (e.g. due in 14 days vs. 30 days)
• Invoice number format (e.g. INV-001 or 2026-001)
• Default invoice notes or footer text
• Automatic reminder schedule

Language and currency

Currently, Morgan AI defaults to Canadian English (CAD). Additional language and currency options are planned for future releases.

Updating your subscription

See your current plan and upgrade or manage billing under Settings > Subscription.

Signing out

To sign out of your account:

1. 1Go to Settings
2. 2Scroll to the bottom
3. 3Tap Sign out

Your data is safely stored in the cloud, signing out doesn't delete anything.