Company customers
Company customers are the businesses you book and invoice for in Thril, with e-invoices, email and a CSV import.
A company customer is a business you invoice: a firm with a weekly slot for its staff, a school that books a hall, a club that buys a block of studio hours. Staff book for the company and send it the invoice. A company customer can't hold a membership or a session card. Those always belong to a person's own Thril account. Company customers are shared by every venue of your company, on the Company customers tab of Customers.
Book and invoice for businesses
A weekly staff slot. A firm books the hall for staff floorball every Thursday evening. Attach the company customer to a recurring reservation and invoice the season in one go.
A school's term in the hall. Create reservation on the company customer books single times or a series for it. The bookings and the invoices collect on the company customer's record.
E-invoices for larger organisations. Enter the company's Finvoice details. Its invoices carry them when you export the invoices as Finvoice XML for your e-invoicing operator or send them through Netvisor.
A wellness offer for businesses. Email every company customer next season's staff yoga or gym package through a Company customers customer list.
Adding a company customer
Create company customer needs only a name. Add an email address if Thril should send invoices to the company directly. Preferred language sets the language of the company's emails and invoices. E-invoices need the E-invoicing details (Finvoice).
Importing company customers
Import company customers brings businesses over from a previous invoicing system. The file is a CSV, and Download sample CSV shows the columns. A name is the only required column, and you check every row in a preview before anything is saved.
Import individual customers with Importing customers.
Email to company customers
A company customer gets your emails differently from a person:
- Receives marketing email is on by default. A company customer gets marketing email until it unsubscribes or you untick it.
- Turning off Receives announcement and marketing emails stops every email you send from Emails, as it does for a person.
- An email goes to the company's email and its contact person's email, or once if they are the same.
To email your company customers, send to a customer list of the Company customers kind. Invoice workflows such as Overdue invoice reminders also reach company customers.
Customers
Your customer register in Thril holds every customer's bookings, payments, lifetime value and consent, with child accounts, company customers and bans.
Chat
Thril chat carries customer messages to your venue and group chats for events, courses, leagues and your community, with a setting for who can post.