Organization Profile
The organization profile lets you manage the core details of your business like the organization name and logo, address, and similar details. Zoho Checkout auto-populates the details you entered during the initial setup, with certain fields available for later modifications. These details automatically appear on your transaction PDFs and email notifications.
To set up your organization profile:
- Log in to your Zoho Checkout account.
- Go to Settings and select Organization Profile.
- Fill out the necessary details in the Organization Profile page. The fields marked with an asterisk (*) are mandatory.
- The fields are grouped into the following sections:
- Click Save to update your preferences.
Insight: If this organization is set up in other Zoho Finance applications (Billing, Books, Commerce, Expense, Inventory, Invoice, Payroll, Practice, Vikra, and Zakya) altering any information on the Organization Profile page will automatically reflect in those apps as well. For example, if you have the same organization in Zoho Checkout and Zoho Inventory, updating the organization address in Zoho Checkout will update the same in Zoho Inventory as well. This ensures consistency across all applications.
Basic Details
The Basic Details section allows you to define your company’s primary information, including its name, logo, industry, and location.
Edit Organization Name
You can edit the organization name that was entered during the initial setup of your organization:
- Go to Settings and select Organization Profile.
- Enter the full legal name of your organization in the Organization Name field.
Your organization’s legal name will be updated.
Upload Organization Logo
You can upload your organization’s logo in Zoho Checkout to display it in your transaction PDFs and email notifications. This will strengthen your brand identity and improve visibility.
Note:
Preferred image dimensions for the logo: 240px × 240px at 72 DPI
Maximum file size: 1 MB
Supported formats: JPG, JPEG, PNG, BMP, GIF
To upload your organization logo:
- Go to Settings and select Organization Profile.
- Click the Upload Your Organization Logo Here button on the Organization Profile page.
- In the pop-up that follows, select your image file and click Open.
The uploaded logo will automatically appear on your transaction PDFs and all email notifications sent from Zoho Checkout. This logo will also reflect in the Branding section under Organization.
To delete your organization logo:
- Go to Settings and select Organization Profile.
- Click on Remove logo button located below your logo.
The logo will be removed from all transactions and email notifications in Zoho Checkout. However, it will still appear on any PDFs that were previously downloaded or sent.
Industry
The industry information you entered during initial setup will auto populate, you can change them. To do so:
- Go to Settings and select Organization Profile.
- Select or enter the industry sector in which your business operates in the Industry field. For example: Automotive, Construction, Financial Services, and the like.
- Click Save.
The industry information will be updated.
Change Organization Location
The organization location is auto-populated based on the country selected during the initial setup process. Once set, the organization’s location cannot be changed. To use a different country, you’ll need to create a new organization with the desired location.
Address Details
The organization address is pre-filled based on the details provided during the initial setup process. To edit the organization address:
- Go to Settings and select Organization Profile.
- Under Organization address make the necessary changes. By default the new address will be applied to all new transactions.
- If you want to apply the new address over the existing one in previous transactions, check the Update the address in all past transactions option under the Website field.
- Click Save.
The organization address will be updated.
Contact Details
You can manage your organization’s contact details such as primary contact information and website URL. Learn to edit them.
Change your primary contact
The Primary Contact displayed in the Organization Profile is the email address that you had provided while signing up for Zoho Checkout. It serves the following purposes:
- Communication from Zoho: You’ll receive important updates related to your Zoho Checkout subscription, usage alerts, and account-related notifications at this address.
- Default Sender Email: This address is also used as the default “From” field when sending invoices and other payment notifications from Zoho Checkout to your customers, unless you manually change the sender email address.
- Support Email: This address is displayed to customers if an error occurs during the checkout process, allowing them to contact you for assistance.
If you want to use another email address as the primary contact in Zoho Checkout, you can change it. To do so:
- Go to Settings and select Organization Profile.
- Navigate to Primary Contact section and click on Configure Emails.
- In the Organization Contacts pop-up, click on + Add Additional Contact and enter the Name and Email of the new contact.
- Click Save.
- Click on Mark as primary next to the contact’s email.
The new contact’s email will be made the primary contact.
Website URL
To help customers learn more about your business, you can configure a website URL. To do so:
- Go to Settings and select Organization Profile.
- Under the Website field, enter the URL.
- Click Save.
your customers will be able to view your business website on their invoices or payment pages.
Regional Details
You can configure your organization’s regional preferences such as base currency, time zone, and date format.
Base Currency
Based on the location you choose during initial set-up the base currency will be allocated. All the transactions recorded and all financial reports generated are in this currency. The organization locations and their corresponding base currencies are:
| ORGANIZATION LOCATION | BASE CURRENCY |
|---|---|
| India | INR - Indian Rupee |
| USA | USD - United States Dollar |
| UK | GBP - Pound Sterling |
| Germany | EUR - Euro |
| Canada | CAD - Canadian Dollar |
| Australia | AUD - Australian Dollar |
| United Arab Emirates | AED - UAE Dirham |
| Saudi Arabia | SAR - Saudi Riyal |
| Mexico | MXN - Mexican Peso |
| Nigeria | NGN - Nigerian Naira |
| Kenya | KES - Kenyan Shilling |
| Egypt | EGP - Egyptian Pound |
| South Africa | ZAR - South African Rand |
| Bahrain | BHD - Bahraini Dinar |
| Singapore | SGD - Singapore Dollar |
Time Zone
Your time zone is automatically determined by the location you chose at sign-up. It is visible under the Timezone field and cannot be modified.
Note: You can update the time zone only if your organization has no existing transaction history.
Date Format
You can select the date format that is most commonly used in your country or specific to your organization from the dropdown. This format will be applied to all transactions you create and their PDFs. To do so:
- Go to Settings and select Organization Profile.
- Under the Date format field, choose your preferred format.
- Click Save.
The date format will be updated.
Additional Settings
Custom Fields
If you wish to display unique information due to your company’s regulatory requirements such as Company ID and Tax ID, it can be configured in this section.
Company ID
The Company ID is a unique identifier assigned to your business by the government or an official regulatory body. This field is a jurisdictional requirement and varies by country. For example, SIRET in France, ACN in Australia, BN in Canada and the like. To configure them:
- Go to Settings and select Organization Profile.
- Navigate to the Custom Fields section, and click the dropdown next to Company ID.
- From the dropdown, select or enter the label (For example, ACN).
- Enter the company ID number in the adjacent text box.
The company ID will be configured.
Tax ID
The Tax ID field is specific to your company’s regulatory requirements. For example, EIN in the US, GSTIN in India, VAT number in the UK and the like. To configure them:
- Go to Settings and select Organization Profile.
- Navigate to the Custom Fields section, and click the dropdown next to Tax ID.
- From the dropdown, select or enter the label (For example, VAT).
- Enter the company ID number in the adjacent text box.
The tax ID will be configured.