![]() ![]() Select the contact or organization you want to add to Billings Pro.4.īillings Pro adds the contact/organization to your client list. Type a contact or organization name in the search field and press the 3. In the sheet that opens, choose From Daylite in the pop-up menu.2. In Billings Pro, choose File > Add Client.1. To add a contact or organization from Daylite In case data is lost or damaged, you can restore a backup copy and start workingĪdding a contact or organization from DayliteContacts and organizations in Daylite can be added as clients in Billings Pro. It is recommended to schedule automatic backups for your Billings Pro database on Billings Pro v This makes sure you have the same template styles available for both estimates You can import these line items into Billings Pro as slips and send It is good to use the Estimate feature of opportunities in Daylite only to set up the line items for the v Project, opportunity, task, and/or appointment from Daylite, Billings Pro always knows where it is This makes sure that if you are bringing in a v It is best to start by adding a client in Billings Pro. Whereas, if you create a project inĭaylite and import it to Billings Pro, you have a record of data in both places. Project in Billings Pro, it will only be available in Billings Pro. Information will be in Daylite and you can import it into Billings Pro. Thus, all your primary business related v It is a good idea to plan and manage your business in Daylite. Setting up Daylite and Billings Pro for integrationIn order to get the best out of Daylite & Billings Pro integration, we recommend the following: Sending invoices, recording payments, and other billing activities can all be easily Tasks and appointments linked to these projects become either estimate or Any projects or opportunities linked to the contact in Daylite can be The seamless integration between Daylite and Billings Pro allows you to add contacts and organizationsįrom Daylite as clients in Billings Pro. More effortlessly, thereby becoming an integral part of your business workflow. Billings Pro helps you to manage all the above aspects and many This is when Billings Pro comes into picture. What action will you take towards clients who do not pay you in time? v How will you handle a down payment provided by a client to secure your services? v How will you send invoices and record received payments? v How will you charge a client a certain rate for the work done by you or other team members? v Work needs to be done, for whom, by what date, the people involved, the resources, etc are all set up in Daylite. In simple words, all the information about what Opportunities, groups, tasks, appointments, and notes in Daylite. You have your contacts, organizations, projects, Consider you have set up your business in Daylite. Why integrate?Integration between Daylite and Billings Pro makes it possible to share data between these two powerfulĪpplications. Sending data back and forth between Daylite & Billings Pro v In this document, you will explore how Daylite & Billings can be used in conjunction withĮach other to help you in taking your business to the next level.īest practices for getting information from Daylite to Billings Pro vīest practices for updating Billings Pro v Set up your business in Daylite and import data into Billings Pro for tracking time, sending invoices, and Billings Pro is the best multi-user time tracking and invoicing on Mac, iPhone, & ![]() Read this document to learn how DayliteĪnd Billings Pro integration enables you to achieve your goals and maximize your business productivity.ĭaylite helps businesses organize themselves with powerful tools such as shared calendars, contacts, tasks, OverviewThank you for downloading Daylite and Billings Pro from Marketcircle. ![]()
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