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How to Set up Organization Profile?

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Your organisation profile in Zoho Billing holds your business’s key details, such as logo, address, contact information and fiscal settings. Once set up, this information appears automatically on your quotes, invoices and other documents.

How to set up your organisation profile

Go to Settings > Organization Profile.

Key fields to review

  • Logo: upload your company logo, up to 1MB, ideally 240 x 240px at 72 DPI, to appear on invoices, quotes and other customer-facing documents.
  • Organization Name: update your business name if it’s changed since setup.
  • Industry: choose the type that best represents your business.
  • Company Address: your full business address, phone number and website. If you collect payments at a different address, enable the Remittance Address option.
  • Primary Contact: the name and email from your initial setup. Manage additional sender emails through Configure Email Preferences.
  • Fiscal Year: select the one matching your accounting or regulatory practices.
  • Time Zone: set at signup, editable if needed.
  • Date Format: choose how dates appear on your documents.
  • Company ID and Tax ID: add these if you need them shown on your billing documents.
  • Additional Fields: add custom fields for extra information you want to record.

Frequently asked questions

Where do I update my business logo in Zoho Billing?

In Settings > Organization Profile, where you can upload a logo up to 1MB, ideally 240x240px at 72 DPI.

What if I collect payments at a different address?

Enable the Remittance Address option and enter that separate address for payment collection.

Need help?

Need help setting up your Zoho Billing organisation profile? Contact support@thoughtlogik.com or see our Zoho implementation services.

How to Set up Organization Profile? - PreviousSetting Up your OrganizationNext - How to Set up Organization Profile?How to Add New Organization?

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