Zoho Invoice

Help Docs


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

Users & Roles

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


Configure your preferences from the Settings section.


Domain mapping


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


Setup the VAT information for your business in Zoho Invoice.



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.


Automation allows you to create a set of rules for modules of Zoho Invoice based on which appropriate actions would be performed. A good example would be the case where a congratulatory e-mail is sent automatically to the team members when an estimate for goods worth over £1000 gets accepted by a client. In the next few steps, you will be learning about:

To get started with workflows, navigate to > More Settings > Automation.


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.

Privacy and Security

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

Data Backup


Manage your Subscription in Zoho Invoice.

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