Book a meeting

How to Add New Organization?

Estimated reading: 1 minute 298 views

If you manage more than one business, Zoho Billing lets you add and switch between separate organisations under the same login.

How to add a new organisation

  1. Click the dropdown beside your current organisation name in the top right.
  1. Select Manage > + New Organization.

Choose your setup option

Clone Existing Settings: for a quicker setup, carry over preferences, modules and templates from an existing organisation.

Start Fresh: manually enter all the new organisation’s details from scratch.

Final step

Click Save and you’ll be taken to the new organisation’s dashboard. You can switch between businesses at any time using the organisation selector in the top right.

Adding multiple organisations makes it easier to track and compare performance across companies from a single Zoho Billing account.

Frequently asked questions

Can I copy settings from an existing organisation into a new one?

Yes, choose Clone Existing Settings when adding an organisation to carry over preferences, modules and templates.

Can I switch between organisations easily?

Yes, use the organisation selector at the top right at any time to switch between the businesses in your account.

Need help?

Managing more than one organisation in Zoho Billing? Contact support@thoughtlogik.com or see our Zoho implementation services.

How to Add New Organization? - PreviousHow to Set up Organization Profile?Next - How to Add New Organization?How to Map your Custom Domain to Zoho Billing?

Recently Viewed articles

Leave a Reply

Your email address will not be published.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

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel