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
Users & Roles
Add multiple Users, assign them Roles and collaborate with them.
Configure your preferences from the Settings section.
Manage multiple Currencies in Zoho Billing to transact with global clients.
Enter Taxes in Zoho Billing which are applicable for your business.
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 Billing with Zoho CRM.
Privacy and Security
Stay privacy compliant with the privacy and security settings in Zoho Billing.