Settings

You may have provided basic information of your organization in the Quick Setup (See Getting Started section..). You can do a complete set up of your organization through the Settings tab.

Setting Up your Organization

Set up information related to your Organization in Zoho Invoice.


Users

Add multiple Users and collaborate with them in Zoho Invoice.


Preferences

Configure your preference settings section in Zoho Invoice.

Sales


Currencies

Enter multiple Currencies in Zoho Invoice to transact with global clients.


Taxes

Enter Taxes in Zoho Invoice which are applicable for your business.


Templates

Choose and customize templates in Zoho Invoice. Customize color, font, font sizes and a lot more in the templates. Select information that needs to be shown or text changes for the labels.

General Info

Sections that can be customized in templates.
1) Template Properties
2) Header & Document Information
3) Item Table
4) Total
5) Footer

To customize templates,

Common-to-All Modules Customization

Module Specific Customization


Reminders

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


Automation

Automation allows you to create a set of rules for modules of Zoho Invoice based on which appropriate actions would be performed. A good example would be the case where a congratulatory e-mail is sent automatically to the team members when an estimate for goods worth over $1000 gets accepted by a client. In the next few steps, you will be learning about:

To get started with workflows, navigate to > More Settings > Automation.


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.


Subscription

Manage your Subscription in Zoho Invoice.


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