Sending a project or opportunity from Daylite to Billings
Starting from Daylite, you can send projects and opportunities to Billings. You may wish to do this, for instance, if you manage your business in Daylite, but want to use Billings for sending professional invoices and other billing activities. This is an alternate method for bringing in a project/opportunity from Daylite to Billings.
Keep the following in mind when sending projects or opportunities from Daylite:
- 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 project or opportunity from Daylite to Billings
- In Daylite, select a project/opportunity.
- To send the tasks/appointments linked to the project/opportunity as estimate slips, choose Actions > Send to Billings (Estimate).
OR
To send the tasks/appointments linked to the project/opportunity as working slips, choose Actions > Send to Billings (Working). - If the project/opportunity was not linked to any contact or organization in Daylite, then Billings opens a new window where you can select a client to add the project/opportunity.
- If the project/opportunity was linked to a contact/organization in Daylite who is also a client in Billings, then Billings adds the project/opportunity to that client.
- If the project/opportunity was linked to a contact/organization in Daylite that is not in Billings, then Billings creates the client and adds the project/opportunity to that client.
Note:
When you send a project/opportunity from Daylite to Billings, you can filter and view the slips from your last import only in Billings. 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.
See also
Adding a contact or organization from Daylite
Importing a project or opportunity from Daylite for a client in Billings