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

Users & Roles

Add multiple Users, assign them Roles and collaborate with them.

Adding Users
Deleting Users
Changing User’s Status
Adding Custom Roles
Restricting user access to a set of customers

Preferences

Configure your preferences from the Settings section.

General
Branding
Contacts
Items
Price Lists

Sales

Domain mapping

Domain Mapping

Currencies

Manage multiple Currencies in Zoho Invoice to transact with global clients.

Adding New Currency
Edit Currency and Adding Exchange Rate
View Exchange Rates
Importing Exchange Rate
Exporting Exchange Rate

Taxes

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

Templates

Template Preferences
Common-to-All Modules Customization
Module Specific Customization
Creating Templates in Multiple Languages

Reminders

Set manual and automatic reminders to remind you about the invoices that are nearing or passed the payment date.

Manual Reminders
Automatic Reminders

Automation

Automation allows you to create a set of rules for modules of Zoho Invoice based on which appropriate actions would be performed. A good example would be the case where a congratulatory e-mail is sent automatically to the team members when an estimate for goods worth over $1000 gets accepted by a client. In the next few steps, you will be learning about:

Creating and describing a Workflow.
Deciding on when to execute a workflow.
Setting the conditions for executing a workflow.
Associating actions such as email alerts, field updates and webhooks with a workflow.
Connecting to an external web service provider using Webhooks.

To get started with workflows, navigate to > More Settings > Automation.

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.

Data Backup

Back up your data

Subscription

Manage your Subscription in Zoho Invoice.