Sending a task or appointment from Daylite to Billings
Starting from Daylite, you can send tasks and/or appointments to Billings. You may want to do this, for instance, if you are using Daylite for managing your business, but you want to use Billings for sending professional invoices and other billing activities. This is an alternate method to bring a task/appointment from Daylite to Billings.
Keep the following in mind when sending tasks or appointments from Daylite to billings:
- You need Daylite 3.7.6 and Billings 3.0 installed on the same computer.
- Daylite must be open and you must be logged into a single database.
To send a task or appointment from Daylite to Billings
- In Daylite, select a task/appointment.
- To send the task/appointment as an estimate slip, choose Actions > Send to Billings (Estimate).
OR
To send the task/appointment as a working slip, choose Actions > Send to Billings (Working). - If the task/appointment is not linked to a contact/organization in Daylite, then Billings adds the task/appointment to your "Personal Projects" by creating a project called “Slips Without a Project.”
- If the task/appointment was linked to a contact/organization in Daylite that is also a client in Billings, then Billings adds the task/appointment to that client by creating a project called "Slips Without a Project."
- If the task/appointment was linked to a contact/organization in Daylite that is not in Billings, then Billings creates that client and adds the task/appointment by creating a project called "Slips Without a Project."
Note:
Each time you import a task/appointment into Billings, you can filter and view the slips from your last import only. To do this, choose View > All Slips and select Last Import from the pop-up menu.
At any point, you can update the project in Billings by choosing File > Update from Daylite. This update will not overwrite your changes.
Note: When you import an appointment into Billings from Daylite, the information specified in "Details" section of the appointment in Daylite is brought into Billings. This data can be seen in the "Comments" tab of the slip window in Billings. Any information in the "Minutes" tab of the Appointment window in Daylite is not imported into Billings.
See also
Adding a contact or organization from Daylite
Sending a project or opportunity from Daylite to Billings
Importing a project or opportunity from Daylite for a client in Billings