With our plugin FinanceConnector you can connect a compatible billing system to Daylite. Using the Time&Budget plugin, you can transfer recorded times and expenses from projects to the billing system to create an invoice. This invoice can be downloaded and sent to your customers from within Daylite and is automatically documented in your Daylite database.
The following features are available with our FinanceConnector plugin:
- Transfer, update and linking of contacts from Daylite
- View all invoices and offers with your total volume for each Contact in Daylite
- Opening documents from the billing system in Daylite
- Transfer of project times to a compatible billing system for invoice generation
- Import of goods and services into Daylite from the billing system
- Transfer of offers from Daylite to the billing system
The following billing systems are compatible with the FinanceConnector:
QuickBooks
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Related articles
What is the FinanceConnector?
🎬 How do I create an invoice for times recorded in Time&Budget?
How do I configure the FinanceConnector?