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: You can only integrate vbetween the two of them. You should keep one Daylite database and Billings Pro open. If youre using an older version of Daylite/Billings and find some incompatibility, pleaseĬontact us at and well assist you.Įnsure that youve installed and configured Billings Pro Server Admin on your server and Billings v We recommend that you use the latest version of Daylite and Billings Pro both installed on the same vĬomputer. Sending invoices, recording payments, and other billing activities can all be easilyīefore you integrateSome important facts to keep in mind before integrating Daylite and Billings Pro: 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. The primary audience is someone who manages their business in Daylite, but is interested in importing data fromĭaylite to Billings Pro for sending professional invoices and other billing activities. Sending data back and forth between Daylite & Billings Pro vĪudienceThis document is intended for Daylite & Billings Pro users who wish to share data between the two applications. 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. Sending a task/appointment from Daylite to Billings Pro 14Ģ010 Marketcircle Inc. Sending an opportunity from Daylite to Billings Pro 12 Sending a project from Daylite to Billings Pro 9 Importing a project or opportunity from Daylite 8 Setting up Daylite and Billings Pro for integration 5Īdding a contact or organization from Daylite 6
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |