## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/ae/invoice/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Settings

As a new user, you will be asked to enter a few essential information about your organization during Quick Setup (See [Getting Started](https://www.zoho.com/ae/invoice/help/getting-started/welcome.html) section for more details) If you’ve missed to fill a few fields during the quick setup, don’t panic. You can still do a complete set up of your organization from the _Settings_ page. This Settings page can be accessed by clicking the **Gear** icon in the top-right corner of the Home page.

### Setting Up your Organization

Provide basic information about your organization

*   **[Organization Profile](/ae/invoice/help/settings/organization-settings.html#organization-profile)**
*   **[Adding New Organization](/ae/invoice/help/settings/organization-settings.html#adding-new-organization)**

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### Users & Roles

Add multiple Users, assign them Roles and collaborate with them.

*   **[Adding Users](/ae/invoice/help/settings/users.html#adding-users)**
*   **[Deleting Users](/ae/invoice/help/settings/users.html#deleting-users)**
*   **[Changing User’s Status](/ae/invoice/help/settings/users.html#changing-user-status)**

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### Preferences

Configure your preferences from the Settings section.

*   **[General](/ae/invoice/help/settings/preferences.html#general)**
*   **[Branding](/ae/invoice/help/settings/preferences.html#branding)**
*   **[Contacts](/ae/invoice/help/settings/preferences.html#contacts)**
*   **[Items](/ae/invoice/help/settings/preferences.html#items)**

### Sales

*   **[Estimates](/ae/invoice/help/settings/preferences.html#estimates)**
*   **[Invoices](/ae/invoice/help/settings/preferences.html#invoices)**
*   **[Recurring Invoices](/ae/invoice/help/settings/preferences.html#recurring-invoices)**
*   **[Credit Notes](/ae/invoice/help/settings/preferences.html#credit-notes)**
*   **[Delivery Note Settings](/ae/invoice/help/settings/preferences.html#delivery-note-settings)**
*   **[Packing Slip Settings](/ae/invoice/help/settings/preferences.html#packing-slip-settings)**
*   **[Custom Fields](/ae/invoice/help/settings/preferences.html#custom-fields)**

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### Emails

Take control of the emails sent from your organization.

*   **[Sender Email Preferences](/ae/invoice/help/settings/emails.html#sender-email-preferences)**
*   **[Email Insights](/ae/invoice/help/settings/emails.html#email-insights)**
*   **[Email Templates](/ae/invoice/help/settings/emails.html#email-templates)**

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### Reminders

Set manual and automatic reminders to remind you about the invoices that are nearing or passed the payment date.

*   **[Manual Reminders](/ae/invoice/help/settings/reminders.html#manual-reminders)**
*   **[Automatic Reminders](/ae/invoice/help/settings/reminders.html#automated-reminders)**

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### Integrations

Integrate your account with a whole bunch of online payment gateways to instantly collect payments. Also integrate with Zoho CRM, with the help of a ZSC key to connect Zoho Invoice with Zoho CRM.

*   **[Online Payments](/ae/invoice/help/online-payments/)**
*   **[Zoho CRM](https://www.zoho.com/ae/invoice/help/integrations/crm-integration.html)**

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### Privacy and Security

Stay privacy compliant with the privacy and security settings in Zoho Invoice.

*   **[Privacy and Security](/ae/invoice/help/settings/privacy.html)**

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### Data Backup

*   **[Back up your data](/ae/invoice/help/settings/backup-your-data.html)**