Zoho Invoice

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Global
United States
United Kingdom
Canada
Australia
India
Saudi Arabia
United Arab Emirates
Bahrain
Kuwait
Oman
Qatar
Kenya
Mexico
South Africa

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


Users & Roles

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


Preferences

Configure your preferences from the Settings section.

Sales



Taxes

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


Emails

Take control of the emails sent from your organization.


Reminders

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


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.


Privacy and Security

Stay privacy compliant with the privacy and security settings in Zoho Invoice.


Data Backup