How to Add New Organization?

Estimated reading: 1 minute 116 views

Introduction

Need to manage multiple businesses under the same login? Zoho Billing allows you to add and switch between different organizations easily.

 

Steps to Add:

  1. Click the drop-down menu beside your current organization name (top-right corner).

2. Select Manage > + New Organization.

Choose Your Setup Option:

 

  • Clone Existing Settings
    Want a quick setup? Clone preferences, modules, and templates from an existing organization.
  • Start Fresh
    Choose to manually enter all the new organization’s details from scratch.

Final Step:

 

Click Save you’ll be redirected to the dashboard of your new organization. You can easily switch between businesses anytime using the organization selector at the top right.

 Pro Tip:

Adding multiple organizations helps you track and compare performance across companies  all from a single Zoho Billing account.

Setting Up your Organization - Previous How to Set up Organization Profile? Next - Setting Up your Organization How to Map your Custom Domain to Zoho Billing?

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success