This article has been translated automatically and will be revised later.
Once you have installed and configured the FinanceConnector, the FinanceConnector tab is available with Persons and Companies in Daylite. If the selected contact has not yet been transferred to the billing system, buttons are displayed in this tab to create the contact in the billing system.
It is also possible to link the contact to an existing billing system data record by specifying a reference number.
If you have already linked the data record to the billing system, the FinanceConnctor tab displays information from the billing system. Read more about this feature in the following article.
Related articles
What is the FinanceConnector?
How do I link contacts with an existing record from a billing system?
How can I view the billing information with FinanceConnector?