## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/om/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Settings

As a new user, you will be asked to enter a few essential information about your organization during Quick Setup 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

*   **[Organization Profile](/om/billing/help/settings/organization/organization-settings.html#organization-profile)**
*   **[Adding New Organization](/om/billing/help/settings/organization/organization-settings.html#adding-new-organization)**

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### Users & Roles

Add multiple Users, assign them Roles and collaborate with them.

*   **[Adding Users](/om/billing/help/settings/users.html#adding-users)**
*   **[Deleting Users](/om/billing/help/settings/users.html#deleting-users)**
*   **[Changing User’s Status](/om/billing/help/settings/users.html#changing-user-status)**

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### Preferences

Configure your preferences from the Settings section.

*   **[General](/om/billing/help/settings/preferences/general.html#general)**
*   **[Branding](/om/billing/help/settings/preferences/general.html#branding)**
*   **[Customers](/om/billing/help/settings/preferences/general.html#customers)**
*   **[Items](/om/billing/help/settings/preferences/general.html#items)**

### Sales

## 

*   **[Estimates](/om/billing/help/settings/preferences/general.html#estimates)**
*   **[Invoices](/om/billing/help/settings/preferences/general.html#invoices)**
*   **[Credit Notes](/om/billing/help/settings/preferences/general.html#credit-notes)**
*   **[Delivery Note Settings](/om/billing/help/settings/preferences/general.html#delivery-note-settings)**
*   **[Packing Slip Settings](/om/billing/help/settings/preferences/general.html#packing-slip-settings)**
*   **[Custom Fields](/om/billing/help/settings/preferences/general.html#custom-fields)**

### Currencies

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

*   **[Adding New Currency](/om/billing/help/settings/organization/currencies.html#adding-new-currency)**
*   **[Edit Currency and Adding Exchange Rate](/om/billing/help/settings/organization/currencies.html#adding-exchange-rate)**
*   **[View Exchange Rates](/om/billing/help/settings/organization/currencies.html#view-exchange-rates)**
*   **[Importing Exchange Rate](/om/billing/help/settings/organization/currencies.html#importing-exchange-rates)**
*   **[Exporting Exchange Rate](/om/billing/help/settings/organization/currencies.html#exporting-exchange-rate)**

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### Taxes

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

## 

*   **[Adding New Taxes](/om/billing/help/settings/compliance/taxes.html#adding-new-taxes)**
*   **[Edit Tax](/om/billing/help/settings/compliance/taxes.html#editing-tax)**
*   **[Deleting Tax](/om/billing/help/settings/compliance/taxes.html#deleting-tax)**
*   **[Adding Tax Group](/om/billing/help/settings/compliance/taxes.html#adding-new-tax-group)**

### Emails

Take control of the emails sent from your organization.

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*   **[Sender Email Preferences](/om/billing/help/settings/notifications/emails.html#sender-email-preferences)**
*   **[Email Insights](/om/billing/help/settings/notifications/emails.html#email-insights)**
*   **[Email Templates](/om/billing/help/settings/notifications/emails.html#email-templates)**

### Reminders

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

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*   **[Manual Reminders](/om/billing/help/settings/notifications/reminders.html#manual-reminders)**
*   **[Automatic Reminders](/om/billing/help/settings/notifications/reminders.html#automated-reminders)**

### 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 Billing with Zoho CRM.

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*   **[Online Payments](/om/billing/help/online-payments/)**
*   **[Zoho CRM](/om/billing/help/integrations/zoho-crm.html)**
*   **[Zoho Billing ZSC Key](/om/billing/help/zoho-app-integrations/zoho-billing-zsc-key.html)**

### Privacy and Security

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

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*   **[Privacy and Security](/om/billing/help/settings/privacy.html)**

### Data Backup

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*   **[Back up your data](/om/billing/help/settings/developer-space/backup-your-data.html)**