Organization Profile
In this section, you can enter the basic information of your organization such as address, contact information, etc. This information will be fetched automatically when you create transactions such as estimates and invoices.
IN THIS PAGE…
Set up Organization Profile
Here’s how to set up your organization profile:
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Go to Settings in the top-right corner.
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Select Organization Profile.
In the Organization Profile page, you will come across the following fields:
| Field | Description |
|---|---|
| Organization Logo | The logo you upload here will be reflected in all your documents such as quotes, invoices, bills, etc. You can simply click Upload Your Organization Logo, select the image file, and upload it. Preferred Size: 240px*240px with 72 DPI. Maximum File Size: 1 MB. |
| Organization Name | You can edit your organization name entered during quick set up in this field. |
| Industry | Select the industry type your business falls under. |
| Business Type | Choose your Business type. For example: Sole Proprietorship, Partnership, Corporation, etc. |
| Organization Location | Choose the country in which your business operates. |
| Organization Address | Provide a detailed postal address along with other contact details such as phone number, website, etc. You can add remittance address. |
| Website URL | You can add your company’s website URL in this field. |
| Primary Contact | Change or edit the primary contact’s name and email address entered during quick set up. If you wish to have multiple email addresses for an organization, click the Gear and select + New Sender. Enter the Name and Email Address of the user you wish to add and click Save. Hover the cursor next to an email address and click on Mark as primary to mark it as a primary email. Henceforth, every email communication (quotes, invoices, etc) sent to customers will go from this email ID by default. |
| Base Currency | The currency you select when you sign up is displayed here. As mentioned in quick set up, it cannot be changed if transactions are recorded. |
| Fiscal Year | Different companies follow different fiscal year, select the one that best suits your organization’s accounting and regulatory needs. |
| Language | Select a language in which you want to use Zoho Invoice from the dropdown. |
| Time Zone | Zoho Invoice populates the time zone based on the location you choose during sign up. You can edit if required. |
| Date Format | Select your preferred date format, mostly prevalent in your country or specific to your organization. |
| Company ID | If you want to display your company ID on invoices, you can add it here. To include it in your invoice, you will have to configure the placeholder for this field by going to Organization Address Format in General Preferences under Settings. This field is a jurisdictional requirement and varies by country. |
| Additional Fields | In case you wish to record something extra for your organization, you can add additional fields. |
| Would you like to add a different address for payment stubs? | Slide the toggle to add an address, which can be used in the payment stub of an invoice. |
Add New Organization
Zoho Invoice gives you the option of adding multiple organizations to your account. This way, you can manage your various business accounts under a single Zoho Invoice login and get a comparative view of the financial health of your group of companies. Here’s how to add an organization:
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Click Organization Name at the top-right corner and select Manage.
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In the page that follows, click + New Organization.
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Choose to either add a new organization or clone an existing one.
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Enter the required details and click Get Started.
Now, you will automatically be redirected to the quick setup page of your newly created organization.
Leave an Organization
Prerequisite:
- If you’re the last Admin and the only user in the organization, you cannot leave. You should delete the organization instead.
- If you are the only Admin but there are other users in the organization, you should assign another user as Admin before leaving.
- You cannot leave an organization if you configured integrations for it. You should either disable the integrations you set up or transfer ownership to another user before leaving the organization.
Here’s how to leave an organization:
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Click Organization Name at the top-right corner and select Manage.
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Click More icon next to the organization you want to leave.
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Select Leave Organization.
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Mark the I’m aware that I cannot access this Zoho Billing organization once I leave box to confirm your action.
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Click OK to proceed.
You will now be removed from the organization in Zoho Invoice. However, if this organization is linked to other Zoho Finance applications, you will remain a user in those applications.
Delete an Organization
Here are a few important points to keep in mind before deleting your Zoho Invoice organization:
- If the customer portal is enabled for some customers, deleting the organization will not allow your customers to access/view their previous transactions with your organization.
- Once an organization is deleted, all data associated with it will be permanently lost and cannot be recovered.
- If you want to delete an organization, but save all its data, you can back up your data before deleting.
Here’s how to delete your organization:
- Click Organization Name at the top-right corner and select Manage.
- Click More icon next to the organization you want to delete.
- Select Delete.
- Mark the I want to permanently delete this Zoho Invoice organization and its contents box to confirm your action.
- Click Delete Organization.
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