With the iOSXpert Plugin FinanceConnector you can quickly connect your contacts from Daylite with already existing records from a compatible, connected billing system.
- Switch to the Finance tab within Daylite
- Click on the button Link existing person/company
- Enter the customer number of the sales activity from the billing system and click on Link
- The link is now complete and information from the billing system is displayed
Which billing systems are compatible with FinanceConnector?
How do I submit an offer to my billing system?
How do I transfer contacts with FinanceConnector?