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Organization Profile

Update Your Organisation Profile

After setting up your Organisation, you can update its details any time. To update:

  • Log in to your Zoho Billing organisation.
  • Go to Settings.
  • Select Profile under Organisation.
  • In the Organisation Profile page, you can update the following fields:
    • Organisation Logo: Click Upload Your Organisation Logo to upload your business logo.
    • Organisation Name: Edit the name if needed.
    • Industry: Select your organisation’s industry.
    • Organisation Location: Auto-filled based on your location (cannot be changed).
    • Organisation Address: Edit your business address if required.
    • Organisation Address Format >: Click this to go to General Preferences where you can add placeholders to customize the Organisation address format in PDFs.
    • Website URL: Enter your business website.
    • Would you like to add a different address for payment stubs?: Enable this option to add a different address for payment stubs.
    • Primary Contact: Displays the primary contact of your business. Click the Settings icon to configure the email preferences of the primary contact.
    • Base Currency: Auto-filled based on location. Click the Settings icon to edit it.
    • Fiscal Year: Select your fiscal year and enter the Start Date.
    • Report Basis: Choose either Accrual (tax owed on the invoice date) or Cash (tax owed on payment receipt) based on your preference.
    • Language: Select your business language.
    • Time Zone: Choose your time zone.
    • Date Format: Select the date format your Organisation follows. `
    • Company ID: Enter your business registration ID.
    • Additional Fields: Click + New to add extra fields for additional information. Enter the field name as the Label and its value in the Value column.
  • Click Save.

Your organisation’s profile will now be updated with the details you’ve entered.

Branding

You can customize your organisation’s appearance, accent colours, and the Zoho Branding logo in customer transaction PDFs and emails. Here’s how:

  • Go to Settings.

  • Select Branding under Organisation.

  • In the Branding page, complete the following fields:

    • Organisation Logo: Click Upload Your Organisation Logo to upload your business logo. Choose Remove Your Logo to delete the existing logo and add a new one.
    • Appearance: Choose between Dark Pane and Light Pane.
    • Accent Colour: The default colour is Blue. You can change it to Green, or Yellow. To choose a custom colour, click the Custom Colour icon, select your preferred colour or enter a hexadecimal code, and click Apply.

    Note: These accent colours you choose here will apply across all Zoho Finance apps, including customer and vendor portals.

    • I’d like to keep Zoho Branding for this Organisation: Enable this option to retain non-obtrusive Zoho Branding, which will appear in transactional emails and PDFs sent to customers.

Now, your organisation’s theme and branding will be updated based on the preferences you’ve set.

Custom Domain

You can use your own custom domain for the customer portal. This custom domain makes the portal’s URL match your brand’s website URL, making it easier for the customers to find and remember. It also enhances your brand’s visibility and gives the customer a smoother experience. Learn more about how custom domains work.

Locations

The Locations feature in Zoho Billing lets you categorize transactions, manage inventory, and track financial performance by business or warehouse location.

Branches

As a business grows, it expands to multiple locations to reach more customers. With more branches, tracking transactions is key to evaluating each branch’s performance and overall business success. In Zoho Billing, you can create and track branches in transactions easily.

Currencies

Zoho Billing comes with a default list of currencies, including your base currency. You can add new currencies and link them to your customers. This lets you create transactions in their preferred currency. Zoho Billing also manages exchange rates automatically, but you can adjust them if needed. Learn more about how currencies work.

Manage Subscription

Zoho Billing has multiple pricing plans to fit businesses of all sizes. You can compare them and choose the one that best meets your needs. Learn more subscription plans in Zoho Billing.

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