With our plugin FinanceConnector you can connect a compatible billing system to Daylite.
Via the billing system you can then create invoices, send them from Daylite to your customers and automatically document these 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:
You are interested in the Daylite extension FinanceConnector and have questions before subscribing?
We would be pleased to advise you in a personal, free conversation.
Please feel free to book an appointment with us!
What is the FinanceConnector?
🎬 How do I create an invoice for times recorded in Time&Budget?
How do I configure the FinanceConnector?