Billings Pro Help
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# Sending a slip to Daylite as a task or appointment

You can send an estimate slip or working slip from Billings Pro to Daylite as a task or appointment. For instance, you might want to do this if you want to set up a reminder in Daylite for a slip you are working with in Billings Pro. The slip is added to Daylite as either a task or appointment, depending on what you choose. Or, you could bring a slip from Billings Pro into Daylite as a task/appointment and link it to other contacts, organizations, projects, opportunities, groups, or resources in Daylite.

Keep in mind the following:

- 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.

## To send a slip to Daylite as a task

1. Select a slip in Billings Pro.
2. Choose Slips > Send to Daylite > As Task.

   The slip is added to Daylite as a task.

## To send a slip to Daylite as an appointment

1. Select a slip in Billings Pro.
2. Choose Slips > Send to Daylite > As Appointment.

   The appointment window opens in Daylite where you can specify additional information and save it.

If a slip belongs to a client added from the Address Book into Billings Pro and this client is not a contact in Daylite, the task or appointment is created in Daylite and it is not linked to anything else.

Consider a client has been added from Daylite into Billings Pro. When you send the slips belonging to that client to Daylite as a task/appointment, they are added in Daylite and linked to the contact record.

## See also

Adding a contact or organization from Daylite

Opening a project or slip in Daylite