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Step-by-step guides for getting paid, sending invoices, and tracking income from your iPhone.

Popular articles

6 articles
Getting Started
How Tap to Pay works on your iPhone
Getting Started
How to set up Morgan AI in 5 minutes
Accepting Payments
How to accept card payments from customers
Invoices
How to create and send an invoice
Accepting Payments
What are the payment processing fees
Tracking Income & Expenses
How to use the tax summary report

Browse by topic

5 articles

Getting Started

Set up your account and take your first payment

How to set up Morgan AI in 5 minutesHow Tap to Pay works on your iPhoneWhich iPhone models support Tap to PayHow to connect your bank account+1 more articles
6 articles

Accepting Payments

Card payments, Tap to Pay, and payment links

How to accept card payments from customersSetting up Tap to Pay on your iPhoneHow to send a payment link to a customerHow to record a cash or e-transfer payment+2 more articles
5 articles

Invoices

Create, send, and track invoices

How to create and send an invoiceSetting up recurring invoicesWhat happens when an invoice is overdueSending a payment link with an invoice+1 more articles
4 articles

Tracking Income & Expenses

Know where your money is going

How to record a business expenseHow to view your income summaryHow to scan and save a receiptHow to use the tax summary report
5 articles

Account & Settings

Manage your profile and preferences

How to add and manage customersHow to update your account settingsHow to change your email addressSetting up two-factor authentication+1 more articles
3 articles

Billing & Plans

Subscriptions, upgrades, and billing

How to upgrade to Morgan AI ProHow to cancel your subscriptionHow to view your billing history

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