Billings Pro Help
Index

# Sending a project or opportunity from Daylite to Billings Pro

Working from Daylite, you can send projects and/or opportunities to Billings Pro. Projects and opportunities sent from Daylite to Billings Pro will be added as "projects" in Billings Pro. Any tasks/appointments linked to the project/opportunity in Daylite will be sent as either estimate slips or working slips based on your selection.

You may wish to do this, for instance, if you manage your business in Daylite, but want to use Billings Pro for tracking time and expenses, and sending professional invoices.

Keep the following in mind when sending projects or opportunities from Daylite:

- You must have the latest version of Daylite and Billings Pro both installed on the same computer. If you are using an older version of these applications and find some incompatibility, please contact us at info@marketcircle.com and we’ll assist you.
- Daylite must be open and you must be logged into a single database.

Note that when you add a contact/organization from Daylite as a client in Billings Pro, you are given an option to bring in any associated projects, opportunities, tasks, and/or appointments. The following is an alternate method where starting from Daylite you can send a project/opportunity to Billings Pro.

## To send a project or opportunity from Daylite to Billings Pro

1. In Daylite, select a project/opportunity.
2. To send the tasks/appointments linked to the project/opportunity as estimate slips, choose Actions > Send to Billings (Estimate).

   OR

   To send the tasks/appointments linked to the project/opportunity as working slips, choose Actions > Send to Billings (Working).

Note:

- If the project/opportunity was not linked to any contact/organization in Daylite, then Billings Pro opens a new window where you can select a client to add the project/opportunity.
- If the project/opportunity was linked to a contact/organization in Daylite who is also a client in Billings Pro, then Billings Pro adds the project/opportunity to that client.
- If the project/opportunity was linked to a contact/organization in Daylite that is not in Billings Pro, then Billings Pro creates the client and adds the project/opportunity to that client.

When you send a project/opportunity from Daylite to Billings Pro, you can filter and view the slips from your last import only in Billings Pro. To do this, choose View > All Slips and select Last Import from the pop-up menu.

At any point, you can update the project in Billings Pro by choosing File > Update from Daylite. This update will not overwrite your changes.

If both Billings and Billings Pro are found on your computer, Daylite will ask which one must be used and remember that preference for future uses of "Send To Billings."

## See also

Adding a contact or organization from Daylite

Sending a task or appointment from Daylite to Billings Pro