Zoho Invoice

Videos

Settings

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.


Preferences

Configure your preferences from the Settings section.

Sales


Currencies

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


Taxes

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


Emails

Take control of the emails sent from your organization.


Reminders

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


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.


Privacy and Security

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


Data Backup