Company profiles and Company folios

Discover the role of Companies and how to properly structure their folios.

Company profiles and their use cases Lesson 1

Company profiles and their use cases

How can Company profiles be used in Clock: Billing details for an invoice; Events; Invoicing company bookings; Corporate Rates; Revenue and statistics Searching and creating Company profile

Adding and organizing Company Folios Lesson 2

Adding and organizing Company Folios

Fixed methods for routing of charges to company folios Lesson 3

Fixed methods for routing of charges to company folios

Transfer to default Company/Event/Agent folio; Split by Company / Split by Agent; Transfer to Company/Agent folio;

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