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Organization Profile

In this section, you can enter the basic information of your organization such as address, contact information, etc. This information will be fetched automatically when you create transactions such as quotes and invoices.

Set up Organization Profile

To set up your organization profile, navigate to Settings > Organization Profile.

Settings - Organization Profile

In the Organization Profile page, you will come across the following fields:

Add New Organization

Zoho Billing gives you the option of adding multiple organizations to your account. This way, you can manage your various business accounts under a single Zoho Billing login and get a comparative view of the financial health of your group of companies.

To add an organization:

You will be taken to the dashboard of your newly created organization. If you wish to switch to another organization, click the organization drop-down in the top right corner and select the organization to which you wish to switch.

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