Zoho Invoice

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Back to Settings Overview

Setting Up your Organization

In this section, you can enter basic information of your organization such as address, contact information, etc. This information is automatically fetched when you create estimates and invoices.


Organization Profile

To set up your organization profile, click on the gear icon present on the top right corner of the page and select Organization Profile.

Organization Profile

Organization Profile

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

Remittance Address

Primary Contact

Hover the cursor next to an email address and click on Mark as primary to mark it as a primary email. Henceforth, every email communication (estimates, invoices etc) sent to contacts will go from this email address by default.

Organization Profile


Adding a New Organization

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

To add an Organization; follow these steps:

To add on organization

Add on organization

Clone settings

Clone modules

New organization

Soon after completing the setup, you will be taken to the dashboard of your newly created organization. If you wish to switch to another organization, click on the organization drop-down present on the top right corner and select the organization to which you wish to switch.


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