Business portfolio & Business Unit

In this chapter

Welcome to the Business Portfolios and Units main page. Think of this as your organization’s command center. Here, every business entity and specific service unit you operate is displayed as an individual card, allowing you to oversee all operations from a single workspace.

Articles

Introduction to Business Portfolio

The Business Portfolio is the foundational identity of your company within the system. It controls your legal branding on invoices, automates your tax calculations, and defines how your business appears on customer bank statements.

Setting up your Business Portfolio

Learn how to establish your business identity within the platform. This guide covers configuring essential legal details, setting up automatic sales tax calculations, defining financial rounding rules, and adding your brand elements.

Introduction to Business Unit

Learn the fundamentals of Business Units and how they help categorize your specific services—like Laundry, Alteration, or Home Cleaning—within your broader portfolio.

Setting up your Business Unit

A step-by-step walkthrough on configuring your Business Units, including setting up PDF invoices, POS receipts, and custom item labels for your services, Sales order types.