Settings

As a new user, you will be asked to enter a few essential information about your organization during Quick Setup (See Getting Started 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

• Organization Profile
• Adding New Organization

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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

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

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Taxes

Enter Taxes in Zoho Invoice which are applicable for your business.

• Enabling Tax for your organization
• Adding New Taxes
• Editing Taxes
• Deleting Taxes
• Adding a New Tax Group
• Adding a New Tax Exemption
• Adding a New Tax Agency
• Other Actions

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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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