Extend your Daylite system with suitable invoicing software
Forward offers from Daylite to an invoicing system for creating invoices. Call the state of an invoice in the matching Daylite contact or forward times tracked in Daylite to the invoicing system for accounting.
Select a suitable invoicing system that meets your demands:
- Totals, a simple multiuser invoice and inventory management programme
- Topix, the professional system with inventory management, accountancy and banking
- Scopevisio, the convenient online accountancy software in the cloud.
Master data transfer
You can transfer companies and people created in Daylite to Totals with a click. This way you avoid double registration efforts. Companies from Daylite can be transferred as customer or supplier and are available in Totals for further processing.
Always see all relevant information from Totals in Daylite
A special Daylite tab on the People and Company screens shows all business documents from Totals related to the person or company selected in Daylite. They can be offers, orders, delivery notes or invoices, purchase orders, receipts of goods or purchase invoices.
Every document shown can be converted into a PDF with a click in Daylite. This way you always have everything available at the same place: from customer communication to invoice.
A common contact database
If you install Daylite as a central CRM project and distribution management system, you can use a common contact database without tiresome double registration. One click is enough to pass all selected data to TOPIX:8 or to update it.
Accountancy and invoicing
You are already using the Daylite CRM system to manage your contacts, appointments and projects, and now you are looking for a simple integrated product to create invoices, delivery notes and more? Its intuitive and modern interface makes FinanceConnector your tool to complete these tasks effortlessly, applying Scopevisio as well. Do not record any contacts twice but pass them on from Daylite to Scopevisio with FinanceConnector.
You want to work from anywhere and still be sure that your data will not be accessed by others? Scopevisio has been developed as a cloud service compliant with German safety standards and it is used even by German authorities. It provides quick access to your data, no matter where you are.
You have customers abroad? No problem: With Scopevisio you can create your documents in up to four different foreign languages. Enter the proper translations for product names and descriptions, text modules, templates and placeholders (like greeting phrases).