Billings Pro Help
Index

# Sending a task or appointment from Daylite to Billings Pro

Working from Daylite, you can send tasks or appointments to Billings Pro. Tasks and appointments sent from Daylite will be added as either estimate slips or working slips in Billings Pro based on what you've chosen. 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 tasks or appointments 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 task/appointment to Billings Pro.

## To send a task/appointment from Daylite to Billings Pro

1. In Daylite, select a task/appointment.
2. To send the task/appointment as an estimate slip, choose Actions > Send to Billings (Estimate).

   OR

   To send the task/appointment as a working slip, choose Actions > Send to Billings (Working).

Note:

- If the task/appointment is not linked to a contact/organization in Daylite, Billings Pro adds the task/appointment to the primary user by creating a project called "Slips Without a Project."
- If the task/appointment was linked to a contact/organization in Daylite that is also a client in Billings Pro, Billings Pro adds the task/appointment to that client by creating a project called "Slips Without a Project."
- If the task/appointment was linked to a contact/organization in Daylite that is not in Billings Pro, Billings Pro creates that client and adds the task/appointment by creating a project called "Slips Without a Project."

If you make changes to a task/appointment in Daylite after sending them over to Billings Pro, you can update Billings Pro by choosing File > Update from Daylite.

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