With the iOSXpert Plugin FinanceConnector you can transfer your offers from Daylite directly to your billing system.
TOPIX and MonKey Office do not support the transfer of offers from Daylite.
- Select the opportunity that contains the offer you want to submit
- Switch to the Finance tab, this tab bears the name of the linked billing system
- Submit the offer to the billig system with the button Send to XXX
- The offer has now been transferred to your billing system and displayed in the corresponding Finance tab of the Daylite contact
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