As a new user, you will be asked to enter a few essential information about your organization during Quick Setup (See Getting Started 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 tab.
Setting Up your Organization
Provide basic information about your organization
Users & Roles
Add multiple Users, assign them Roles and collaborate with them.
Configure your preferences from the Settings section.
- Recurring Invoices
- Credit Notes
- Delivery Note Settings
- Packing Slip Settings
- Custom Fields
Manage multiple Currencies in Zoho Invoice to transact with global clients.
- Adding New Currency
- Edit Currency and Adding Exchange Rate
- View Exchange Rates
- Importing Exchange Rate
- Exporting Exchange Rate
Enter Taxes in Zoho Invoice which are applicable for your business.
- Enabling Tax for your organization
- Adding New Taxes
- Editing Taxes
- Deleting Taxes
- Adding a New Tax Group
- Adding a New Tax Exemption
- Adding a New Tax Agency
- Other Actions
Take control of the emails sent from your organization.
Set manual and automatic reminders to remind you about the invoices that are nearing or passed the payment date.
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.
Privacy and Security
Stay privacy compliant with the privacy and security settings in Zoho Invoice.