Settings

As a new user, you will be asked to enter a few essential information about your organisation during Quick Setup (See Getting Started 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 organisation from the Settings tab.

Setting Up your organisation

Provide basic information about your organisation

• Organisation Profile
• Adding New Organisation

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Users & Roles

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

• Adding Users
• Deleting Users
• Changing User’s Status

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Preferences

Configure your preferences from the Settings section.

• General
• Branding
• Contacts
• Items

Sales

• Estimates
• Invoices
• Recurring Invoices
• Credit Notes
• Delivery Note Settings
• Packing Slip Settings
• Custom Fields

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Currencies

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

• Adding New Currency
• Editing Currency and Adding Exchange Rate
• Viewing Exchange Rates
• Importing Exchange Rate
• Exporting Exchange Rate
• Fetching Exchange Rates Manually

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VAT

Setup the VAT information for your business in Zoho Invoice.

• VAT Settings
• VAT Rates

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Emails

Take control of the emails sent from your organization.

• Sender Email Preferences
• Email Insights
• Email Templates

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Reminders

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

• Manual Reminders
• Automatic Reminders

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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.

• Online Payments
• Zoho CRM
• Zoho Invoice ZSC Key

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Privacy and Security

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

• Privacy and Security

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Data Backup

• Back up your data

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