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.
SYNCHING DAYLITE AND BILLINGS PRO PROFESSIONAL
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
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