Zoho Invoice

Videos

Back to Settings Overview

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 estimates and invoices.

Set up Organization Profile

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

Organization Profile

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

Insight: The file size cannot be more than 1 MB. The preferred size of the image is 240px*240px with 72 DPI.

Remittance Address

Organization Profile


Add 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:

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 the organization drop-down present in the top right corner and select the organization to which you wish to switch.


Was this document helpful?
Yes
No
Thank you for your feedback!