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Organization Profile

In this section, you can enter the basic information of your organisation such as address, contact information, etc. This information will be fetched automatically when you create transactions such as quotes and invoices.

Set up Organization Profile

To set up your organisation profile, navigate to Settings > Organisation Profile.

Settings - Organization Profile

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

Add New Organization

Zoho Billing gives you the option of adding multiple organisations to your account. This way, you can manage your various business accounts under a single Zoho Billing login and get a comparative view of the financial health of your group of companies.

To add an organisation:

You will be taken to the dashboard of your newly created organisation. If you wish to switch to another organisation, click the organisation drop-down in the top right corner and select the organisation to which you wish to switch.

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