With the iOSXpert Plugin FinanceConnector you can transfer updated data from your Daylite database, e.g. a new address, to a compatible, connected billing system.
- Switch to the tab Finance
- Please click on the gear symbol to open the settings
- Choose Update data
- Specify whether to transfer a person with the company
- Click on Create
- The data in your billing system has been updated
This article explains how to link a contact to an existing data record in the billing system by entering a reference number.