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
What is the FinanceConnector?
How to view QuickBooks invoices and estimates in Daylite
How do I transfer contacts with FinanceConnector?