Managing account settings
Last updated August 5, 2026
Objective
This guide explains how to update your organization’s account information, branding, and subscription details within Recur.
Key Steps
Step 1: Open Account Settings
From the Home Page, click the Settings (gear icon) in the upper right-hand corner.
Scroll down and select Account.
Step 2: Review Organization Information
On the Account page, review the information currently stored in the system.
Required fields include:
Organization Name
Phone Number
Step 3: Update Contact and Address Information
Ensure your organization’s address and phone number are current.
Edit any outdated information directly within the account settings.
Step 4: Update Your Organization Logo
Upload a new logo if your organization’s branding changes.
Updating your logo ensures that it appears correctly across web pages and communications within the system.
Step 5: Manage Your Subscription
In the middle section of the account page, you can manage your monthly subscription.
From here, you can:
Adjust your plan if needed
Add additional contacts or credits if your organization grows.
Step 6: Update Billing Information
Your billing information is located in the upper right-hand corner of the account settings.
Update payment details if your billing method changes.
Cautionary Notes
Keeping your organization information and billing details updated helps prevent service interruptions.
Make sure your contact details are accurate so system notifications reach the correct people.
Tips for Efficiency
Review your account information periodically to ensure everything is current.
Update your logo whenever branding changes to keep your platform consistent across member communications.