Send activities from Daylite to Billings—intelligently.

Daylite is our powerful groupware and collaboration application, designed to keep your business organized and growing. It includes features such as shared contacts, shared calendars, shared projects, shared opportunities, email integration and much more.

1. Import relevant contacts and organizations from Daylite into Billings

Eliminate double-entry by importing contacts and organizations from Daylite as clients in Billings.

2. Select activities in Daylite and send to Billings

You can send tasks, appointments, projects and opportunities from Daylite. If you (or colleagues) update a record in Daylite, you can simply resend that activity. Billings will automatically update the appropriate slip if it has been invoiced already.

3. Update slips in Billings from Daylite

If a slip originated from Daylite, you can easily update it from Billings, just in case something has changed—useful in multi-user environments.

4. Send Invoice.

If a project originated in Daylite and Daylite is open, sending an invoice in Billings will automatically put a file-reference to the invoice in that project as well as create an event for when the invoice is due.

5. Track payments and who owes you.

Workflow Suggestions.

As of Billings 3, the owner of the task or appointment in Daylite is maintained as the Worker Name in Billings. This additional bit of information allows a biller to set different rates for different workers (using Bulk Edit if necessary). The worker name can also be shown on invoices.

Updates are non-destructive now, so a biller can update a project many times before sending out the final invoice without worry of things like billing rate, name and comment being changed.

Another useful feature in Billings is the ability to print Pro Forma invoices. Before sending out a real invoice, a biller can print a pro forma invoice and have the senior person responsible for the account review the invoice before sending it out. Edits can be made, and if necessary, another pro forma invoice sent. Once everything has been approved, the final invoice can be delivered to your client.

Download the Daylite 3 Integration Guide (~ 225 KB)

Learn more about Daylite

Download Daylite Productivity Suite (~ 50 MB)

** Requires Daylite 3.8 to Daylite 3.15.x

Daylite 4.x is not supported.