Organization Profile
In this section, you can enter the basic information of your organisation 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 organisation profile:
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Go to Settings in the top-right corner.
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Select Organisation Profile.
In the Organisation Profile page, you will come across the following fields:
| Field | Description |
|---|---|
| Organisation 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 Organisation Logo, select the image file, and upload it. Preferred Size: 240px*240px with 72 DPI. Maximum File Size: 1 MB. |
| Organisation Name | You can edit your organisation 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. |
| Organisation Location | Choose the country in which your business operates. |
| Organisation 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 organisation, 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 organisation’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 organisation. |
| 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 Organisation 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 organisation, 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 organisations 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 organisation:
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Click Organisation Name at the top-right corner and select Manage.
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In the page that follows, click + New Organisation.
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Choose to either add a new organisation 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 organisation.
Leave an Organization
Prerequisite:
- If you’re the last Admin and the only user in the organisation, you cannot leave. You should delete the organisation instead.
- If you are the only Admin but there are other users in the organisation, you should assign another user as Admin before leaving.
- You cannot leave an organisation if you configured integrations for it. You should either disable the integrations you set up or transfer ownership to another user before leaving the organisation.
Here’s how to leave an organisation:
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Click Organisation Name at the top-right corner and select Manage.
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Click More icon next to the organisation you want to leave.
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Select Leave Organisation.
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Mark the I’m aware that I cannot access this Zoho Billing organisation once I leave box to confirm your action.
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Click OK to proceed.
You will now be removed from the organisation in Zoho Invoice. However, if this organisation 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 organisation:
- If the customer portal is enabled for some customers, deleting the organisation will not allow your customers to access/view their previous transactions with your organisation.
- Once an organisation is deleted, all data associated with it will be permanently lost and cannot be recovered.
- If you want to delete an organisation, but save all its data, you can back up your data before deleting.
Here’s how to delete your organisation:
- Click Organisation Name at the top-right corner and select Manage.
- Click More icon next to the organisation you want to delete.
- Select Delete.
- Mark the I want to permanently delete this Zoho Invoice organisation and its contents box to confirm your action.
- Click Delete Organisation.
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