This article has been translated automatically and will be revised later.
If the FinanceConnector has been configured correctly and the contact selected in Daylite has already been connected to the billing system, the Finance tab will display information from the billing system at the Daylite contact.
These also include a list of invoices sent to the sales activity, including the current payment status from the billing system. This gives you a quick overview of invoices and payment status directly from Daylite.
Which billing systems are compatible with FinanceConnector?
How do I transfer contacts with FinanceConnector?
How do I link contacts with an existing record from a billing system?