Organization Profile

The organization profile lets you manage the core details of your business like the organization name, address, industry, and other such details. When you created the organization, you would have entered some of these details, and they will be auto-populated here. These details automatically appear on your transaction PDFs and email notifications. In this document, you’ll learn how to edit and update them.

To set up your organization profile:

• Log in to your Zoho Invoice account.
• Navigate to Settings in the top-right corner and click Organization Profile.
• In the Organization Profile page, fill out the necessary details. The fields that are marked with an asterisk (*) are mandatory.
• The fields are grouped into the following sections:
  • Basic Details
  • Address Details
  • Contact Details
  • Regional Settings
  • Additional Settings
• Click Save to update your preferences.

Basic Details

The Basic Details section allows you to define your company’s primary information, including its name, logo, industry, and location.

Edit Organization Name

You can edit the organization name that was entered during the initial setup of your organization.

• Navigate to Settings in the top-right corner and click Organization Profile.
• Enter the full legal name of your organization in the Organization Name field. The name can contain up to 100 characters.

Upload Organization Logo

You can upload your organization’s logo in Zoho Invoice to display it in your transaction PDFs and email notifications. This will strengthen your brand identity and improve visibility.

To upload your organization logo:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the Upload Your Organization Logo button on the Organization Profile page.
• In the popup that follows, select your image file and click Open.

The uploaded logo will automatically appear on your transaction PDFs and all email notifications sent from Zoho Invoice. This logo will also reflect in the Branding section under Organization.

To delete your organization logo:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the Delete icon located below your logo.
• In the popup that follows, click Delete to confirm.

Once deleted, the logo will be removed from all transactions and email notifications in Zoho Invoice. However, it will still appear on any PDFs that were previously downloaded or sent.

Upload Company Seal

The Hanko, or company seal, is a legally recognized form of authentication in Japan and serving a similar purpose of a handwritten signature. Uploading your company seal in Zoho Invoice ensures that your official documents comply with traditional Japanese business standards. Once uploaded, the seal will automatically appear on your transaction PDFs (invoices, quotes, and other transactions) and the email notifications sent.

To upload a company seal for your organization:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the Upload Your Company Seal button on the Organization Profile page.
• In the popup that appears, select the image file, and click Open.

Now, the company seal will be auto-applied to your sales transaction PDFs, reducing the need for manual stamping.

To delete your organization’s company seal:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the Delete icon located below your company seal.
• In the popup that appears, click Delete to confirm your action.

Industry

• Navigate to Settings in the top-right corner and click Organization Profile.
• Select or enter the industry sector in which your business operates in the Industry field. For example: Automotive, Construction, Financial Services, and the like.

Change Organization Location

The organization location is auto-populated based on the country selected during the initial setup process.

If you are using the Global edition of Zoho Invoice, you can modify your organization’s location. To change your location:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the dropdown next to Organization Location on the Organization Profile page.
• Now, choose your preferred location from the dropdown.

Address Details

You can edit and manage your organization’s address details, including the primary address and an additional address for payment stubs.

Edit Organization Address

The organization address is pre-filled based on the details provided during the initial setup process. To edit the organization address:

• Go to Settings in the top-right corner and click Organization Profile.

• Scroll down to the Organization Address section on the Organization Profile page.

• Click the Edit icon next to Organization Address.

• Enter the new address in the Edit Organization Address pop-up and click Proceed.

• Set your preference for how the updated address should apply in the organization:

  • Update New Transactions: Applies the new organization address only to transactions created from this point onward.
  • Update All Transactions: Applies the new organization address to both existing and future transactions.

• Once you’ve selected, click Save Preference.

Add a Different Address for Payment Stubs

Enable this option to add a remittance address that appears only in the payment stub section of invoices, separate from your primary business address. This is useful for businesses that have a different address for receiving payments. The address can contain up to 255 characters.

Contact Details

You can manage your organization’s contact details, including the primary contact person and the website URL.

Change Your Primary Contact

The Primary Contact displayed in the Organization Profile is the email address that you had provided while signing up for Zoho Invoice. It serves two key purposes:

• Communication from Zoho: You’ll receive important updates related to your Zoho Invoice usage alerts and account-related notifications at this address.
• Default Sender Email: This address is also used as the default “From” field when sending invoices, quotes, and other communications from Zoho Invoice, unless you manually change them.

If you want to use another email address as the primary contact in Zoho Invoice, you can change it. Here’s how:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Scroll down to the Primary Contact section.
• Click the Gear icon next to the Email field and you’ll be redirected to the Sender Email Preferences page. Here, you can add a new sender email address, verify it, and mark it as the primary contact in Zoho Invoice. Once marked, all of your transaction-related communications will be sent from this email by default.

Website URL

• Navigate to Settings in the top-right corner and click Organization Profile.
• Enter your company’s website in the Website URL field. This information is useful for customers who want to learn more about your business.

Regional Settings

You can configure your organization’s regional preferences such as base currency, fiscal year, report basis, language, time zone, and date format.

Change Base Currency

Changing your base currency is allowed only in the Global edition of Zoho Invoice. As mentioned in the initial setup, it cannot be changed if transactions are recorded. The currency you select when you sign up is displayed here. All transactions are recorded, and all financial reports (Profit & Loss, Balance Sheet etc) are generated in this currency. All foreign currency transactions will be converted back to this base currency for reporting.

To change the base currency:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Now, go to Base Currency on the Organization Profile page.
• Choose your preferred currency from the dropdown and click Save.

You can edit your currency settings to customize how your currency appears in transactions, such as the symbol, name, decimal places, format, and rounding method. Here’s how you can do it:

• Click the Gear icon next to the Currency field.

• In the following popup, you can update the following:

  • Currency Symbol: Edit in this field to customize how your currency appears in transactions. (For example, you can edit ₹ and replace it with Rs)
  • Currency Name: Edit the display name of the currency chosen.
  • Decimal Places: Select the number of digits that should appear after the decimal point in monetary values from the Decimal Places dropdown. Most currencies use 2 decimal places (For example, 123.45).
  • Format: Choose your preferred number grouping format from the Format dropdown (For example, 12,34,567.89).

• Click Save to update your currency preferences.

Fiscal Year

The fiscal year is the accounting period for your organization, which may differ from the calendar year. Different companies and businesses follow different fiscal years. Select the one that aligns best with your organization’s accounting practices and regulatory requirements.

To change the fiscal year:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the dropdown next to Fiscal year on the Organization Profile page. Select your desired month range. (For example, April-March)
• Click the Start Date dropdown and choose the starting day of the month.
• Review the updated period in the field below the Fiscal Year dropdown.

Language

You can change the language of your Zoho Invoice interface to suit your preference. This will affect the language used in menus, buttons, and other interface elements. To change the language of your organization:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the dropdown next to Language on the Organization Profile page.
• Choose the language in which you would like to maintain your organization.

Time Zone

Zoho Invoice sets the time zone automatically based on the location you select during sign-up. You can edit if required. To change your time zone:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the dropdown next to Time Zone on the Organization Profile page.
• Select the appropriate time zone from the list.

Date Format

Select the date format that is most commonly used in your country or specific to your organization from the dropdown. This format will be applied to all transactions you create and their PDFs. Here’s how:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the dropdown next to Date Format on the Organization Profile page.
• Select your preferred format (For example, dd-MM-yyyy 23-06-2025).
• Also, choose the separator from the adjacent dropdown (For example, -, /, or .).

Additional Settings

You can store extra information about your organization.

Company ID

The Company ID is a unique identifier assigned to your business by the government or an official regulatory body. This field is a jurisdictional requirement and varies by country. For example, SIRET in France, ACN in Australia, BN in Canada and the like.

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the dropdown next to Company ID on the Organization Profile page.
• From the dropdown, select or enter the label (For example, SEC).
• Enter the company ID number in the adjacent text box.

If you want to include this company ID in your transaction PDFs, you’ll need to include its corresponding placeholder in the Organisation Address format which is under Settings > General Preferences. Now, it will appear along with your organization address.

Tax ID

The Tax ID field is specific to your company’s regulatory requirements. For example, EIN in the US, GSTIN in India, VAT number in the UK and the like.

• Navigate to Settings in the top-right corner and click Organization Profile.
• Click the dropdown next to Tax ID on the Organization Profile page.
• From the dropdown, select or enter the label (For example, CST).
• Enter the tax ID number in the adjacent text box.

If you want to include the Tax ID in your transaction PDFs, you’ll need to include its corresponding placeholder in the Organisation Address format which is under Settings > General Preferences. Now, it will appear along with your organization address.

Add Additional Fields to Organization Address

If you wish to record any extra information to your organization’s profile that isn’t available in the standard fields. These are user-defined label-value pairs. To add additional fields:

• Navigate to Settings in the top-right corner and click Organization Profile.
• Scroll down to the Additional Fields section on the Organization Profile page.
• Click + New Field.
• In the Label Name field, enter the name for the additional field (For example, Parent Company).
• In the Value field, enter the corresponding information (For example, Zylker Group Ltd).

If you want to include this additional field in your transaction PDFs, you’ll need to include its corresponding placeholder in the Organisation Address format which is under Settings > General Preferences. Now, it will appear along with your organization address.

Was this document helpful?

Yes

No

Let us know where we can improve

We can wait. Take your time to draft us your question.

Umm.. where do we send the response?

By clicking Submit, you agree to our Privacy Policy.

Submit Cancel

Thank you for your feedback!