{"id":244377,"date":"2020-09-29T14:44:35","date_gmt":"2020-09-29T12:44:35","guid":{"rendered":"https:\/\/daylitepro.com\/daylite-crm-software\/daylite-all-features\/invoicing\/"},"modified":"2024-09-25T15:35:55","modified_gmt":"2024-09-25T13:35:55","slug":"invoicing","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/invoicing\/","title":{"rendered":"Billing &#038; Invoicing"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;off|on|on&#8221; module_class=&#8221;green rays&#8221; _builder_version=&#8221;4.16&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;#00b7e3 0%|#008be2 100%&#8221; background_color_gradient_start=&#8221;#00b7e3&#8243; background_color_gradient_end=&#8221;#008be2&#8243; height=&#8221;400px&#8221; height_tablet=&#8221;&#8221; height_phone=&#8221;659px&#8221; height_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;40px||0px||false|false&#8221; top_divider_color=&#8221;#d6d6d6&#8243; bottom_divider_color=&#8221;#e09900&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.16&#8243; max_width=&#8221;1030px&#8221; min_height=&#8221;114px&#8221; custom_padding=&#8221;20px||0px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;4px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;50px&#8221; text_line_height=&#8221;1em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;35px&#8221; header_2_font=&#8221;||||||||&#8221; text_orientation=&#8221;center&#8221; min_height=&#8221;28px&#8221; custom_margin=&#8221;||35px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1 style=\"text-align: left;\">Billing &amp; Invoicing<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;23px&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#ffffff&#8221; header_2_font_size=&#8221;22px&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;0px||37px||false|false&#8221; custom_padding=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\">The right invoicing system for everyone<\/h2>\n<p>[\/et_pb_text][et_pb_video src=&#8221;https:\/\/vimeo.com\/466100288&#8243; thumbnail_overlay_color=&#8221;rgba(0,0,0,0.6)&#8221; _builder_version=&#8221;4.16&#8243; custom_margin=&#8221;7px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||50px||false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;||||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; box_shadow_style=&#8221;preset1&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_video][et_pb_button button_url=&#8221;https:\/\/iosxpert.biz\/en\/try-our-software\/&#8221; button_text=&#8221;Experience Daylite live&#8221; button_alignment=&#8221;left&#8221; _builder_version=&#8221;4.16&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;22px&#8221; button_text_color=&#8221;#2EBA62&#8243; button_bg_color=&#8221;#ffffff&#8221; button_border_width=&#8221;2px&#8221; button_border_color=&#8221;#ffffff&#8221; button_border_radius=&#8221;5px&#8221; button_font=&#8221;||||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||34px|||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_font_size=&#8221;8px&#8221; header_3_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;3px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: left;\">Exclusively for Mac, iPhone &amp; iPad<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;on|off|off&#8221; module_class=&#8221;green rays&#8221; _builder_version=&#8221;4.16&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;#00b7e3 0%|#008be2 100%&#8221; background_color_gradient_start=&#8221;#00b7e3&#8243; background_color_gradient_end=&#8221;#008be2&#8243; height=&#8221;400px&#8221; height_tablet=&#8221;&#8221; height_phone=&#8221;659px&#8221; height_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;40px||5px||false|false&#8221; 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Invoicing<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;23px&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#ffffff&#8221; header_2_font_size=&#8221;22px&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;0px||37px||false|false&#8221; custom_padding=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\">The right invoicing system for everyone<\/h2>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/iosxpert.biz\/en\/try-our-software\/&#8221; button_text=&#8221;Experience Daylite live&#8221; button_alignment=&#8221;left&#8221; _builder_version=&#8221;4.16&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;22px&#8221; button_text_color=&#8221;#2EBA62&#8243; button_bg_color=&#8221;#ffffff&#8221; button_border_width=&#8221;2px&#8221; button_border_color=&#8221;#ffffff&#8221; button_border_radius=&#8221;5px&#8221; button_font=&#8221;||||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;||34px|||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_2_font_size=&#8221;8px&#8221; header_3_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;3px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: left;\">Exclusively for Mac, iPhone &amp; iPad<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_video src=&#8221;https:\/\/vimeo.com\/466100288&#8243; thumbnail_overlay_color=&#8221;rgba(0,0,0,0.6)&#8221; _builder_version=&#8221;4.16&#8243; custom_margin=&#8221;-15px||||false|false&#8221; custom_margin_tablet=&#8221;7px||||false|false&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;||||false|false&#8221; box_shadow_style=&#8221;preset1&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_video][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.5.6&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; custom_padding=&#8221;15px||3px||false|false&#8221; global_module=&#8221;237192&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;1160px&#8221; custom_padding=&#8221;3px||3px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_dcsbcm_divi_breadcrumbs_module homebreadcrumbtext=&#8221;Home&#8221; 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title_text=&#8221;Badge_Daylite_Plus&#8221; url=&#8221;https:\/\/iosxpert.biz\/en\/dayliteplus-crm-mac\/&#8221; url_new_window=&#8221;on&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;20%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Features&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;25px|0px|30px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.16&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;3px||6px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/menschen-gruen.png&#8221; alt=&#8221;or.png&#8221; title_text=&#8221;m-gr&#8221; _builder_version=&#8221;4.16&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Prioritize who deserves your time&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;18px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;25px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;||||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||25px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>See at a glance in Daylite who is bringing you how much revenue and which customer still has outstanding accounts &#8211; without giving every team member access to your billing system.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/geld-gruen.png&#8221; alt=&#8221;gor.png&#8221; title_text=&#8221;g-gr&#8221; _builder_version=&#8221;4.16&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;Receivables are always in view&#8221; _builder_version=&#8221;4.17.4&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;18px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;25px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;||25px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><a href=\"\/en\/dayliteplus-crm-mac\/\" target=\"_blank\" rel=\"noopener noreferrer\">Plus Package for Daylite<\/a> gives you access to all invoice data, so you can stay up to date with your customers. During customer calls, Daylite+ will send through a real-time update regarding any outstanding payments \u2013 allowing you to leave a gentle reminder with the customer. Invoices can be converted into a PDF format in Daylite.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/09\/ziel-gruen.png&#8221; alt=&#8221;zor.png&#8221; title_text=&#8221;z-gr&#8221; _builder_version=&#8221;4.16&#8243; max_width=&#8221;30%&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_blurb title=&#8221;One-Click Project billing&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;18px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;25px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>In one click, you can transfer recorded project times and expenses to your billing system for further calculation.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;27px||5px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;4px||7px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;center&#8221; text_orientation_last_edited=&#8221;off|desktop&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: center;\">Choose the billing system that suits you.<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;18px||15px|||&#8221; global_colors_info=&#8221;{}&#8221; width__hover_enabled=&#8221;on|desktop&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.25.0&#8243; text_line_height=&#8221;1.8em&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>The FinanceConnector in <a href=\"https:\/\/iosxpert.biz\/en\/dayliteplus-crm-mac\/\" target=\"_blank\" rel=\"noopener noreferrer\">Plus Package for Daylite<\/a> gives you the choice of leveraging different invoice systems that are tailored to your needs. With FastBill, Lexware Office, MonKey Office, sevdesk, TOPIX or Quickbooks, you can connect any of these billing systems to Daylite for a streamlined, infallible invoicing method.<\/p>\n<p>Have your needs changed? No problem! Since your master data and customer history are saved in Daylite, you can quickly transfer this information to whatever billing program you choose.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||10px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;29px||40px||false|&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_color=&#8221;rgba(0,0,0,0.05)&#8221; width_tablet=&#8221;&#8221; width_phone=&#8221;90%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;||40px|||&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#ef8b23&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 class=\"margin-bottom\" style=\"text-align: center;\">Most important features (which differ for each billing system)<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.25.0&#8243; text_line_height=&#8221;1.8em&#8221; custom_margin=&#8221;||14px||false|false&#8221; custom_padding=&#8221;|20px||20px|false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Quick transfer of offers and invoices<\/strong><\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Ability to convert and display all individual documents in a PDF format within Daylite<br \/><\/strong><\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Display total revenue per customer<\/strong><\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Import articles and services from the billing system into Daylite<\/strong><\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\n<ul>\n<li class=\"bulleted-list__item\"><strong>Transfer of project times for invoicing<br \/><\/strong><\/li>\n<\/ul>\n<\/div>\n<div style=\"margin-bottom: 20px;\">\u00a0<\/div>\n<p class=\"margin-top\"><b>Integrations:<\/b><\/p>\n<ul>\n<li><a href=\"https:\/\/sevdesk.com\" target=\"_blank\" rel=\"noopener noreferrer\">sevdesk<\/a><\/li>\n<li><a href=\"http:\/\/quickbooks.intuit.com\" target=\"_blank\" rel=\"noopener noreferrer\">QuickBooks<\/a><\/li>\n<\/ul>\n<div style=\"margin-bottom: 20px;\">\u00a0<\/div>\n<p class=\"margin-top\"><b>Related topics:<\/b><\/p>\n<ul>\n<li><a href=\"\/en\/daylite-crm-software\/daylite-all-features\/opportunities-and-offers\" target=\"_blank\" rel=\"noopener noreferrer\">Opportunities &amp; Offers<\/a><\/li>\n<li><a href=\"\/en\/daylite-crm-software\/daylite-all-features\/sales-reporting-boards\" target=\"_blank\" rel=\"noopener noreferrer\">Sales Reporting with Boards<\/a><\/li>\n<li><a href=\"\/en\/daylite-crm-software\/daylite-all-features\/tracking-costs\" target=\"_blank\" rel=\"noopener noreferrer\">Cost tracking<\/a><\/li>\n<\/ul>\n<p class=\"no-top-margin\">\u00a0<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;40px||4px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;40px||20px||false|false&#8221; bottom_divider_color=&#8221;#ef8b23&#8243; global_module=&#8221;238602&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.16&#8243; custom_margin=&#8221;|||||true&#8221; custom_padding=&#8221;0px||25px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;0px||2px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.4&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;||15px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: center;\">Experience Daylite and the Plugins live<\/h2>\n<p style=\"text-align: center;\">Book our Online-Webcasts<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/iosxpert.biz\/wp-content\/uploads\/2020\/06\/iOSXpert-CRM-Daylite-webcast_plugins.png&#8221; title_text=&#8221;iOSXpert-CRM-Daylite-webcast_plugins&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.17.4&#8243; width_tablet=&#8221;&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|phone&#8221; max_width=&#8221;39%&#8221; max_width_tablet=&#8221;&#8221; max_width_phone=&#8221;80%&#8221; max_width_last_edited=&#8221;on|phone&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;||17px|||&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||30px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; module_alignment_tablet=&#8221;&#8221; module_alignment_phone=&#8221;&#8221; module_alignment_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_button button_url=&#8221;https:\/\/iosxpert.biz\/en\/try-our-software\/&#8221; button_text=&#8221;Experience Daylite live&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.17.4&#8243; custom_button=&#8221;on&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2da940&#8243; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;5px&#8221; button_icon_color=&#8221;#ffffff&#8221; background_layout=&#8221;dark&#8221; background_layout_tablet=&#8221;dark&#8221; background_layout_last_edited=&#8221;off|desktop&#8221; global_colors_info=&#8221;{}&#8221; background_layout__hover_enabled=&#8221;on|desktop&#8221; background_layout__hover=&#8221;dark&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;29px||60px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;||7px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#777777&#8243; text_line_height=&#8221;1.8em&#8221; link_font=&#8221;||||||||&#8221; ul_font=&#8221;||||||||&#8221; ol_font=&#8221;||||||||&#8221; quote_font=&#8221;||||||||&#8221; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#000000&#8243; header_font_size=&#8221;32px&#8221; header_line_height=&#8221;1.4em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#000000&#8243; header_2_font_size=&#8221;35px&#8221; header_2_line_height=&#8221;1.3em&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: center;\">Learn more<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_color=&#8221;rgba(224,171,80,0.27)&#8221; width_tablet=&#8221;&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|phone&#8221; custom_margin=&#8221;13px|auto||auto||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb use_icon=&#8221;on&#8221; font_icon=&#8221;&#xe00e;||divi||400&#8243; icon_color=&#8221;#ef8b23&#8243; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;32px&#8221; content_max_width=&#8221;390px&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;14px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_text_color=&#8221;#e09900&#8243; body_font_size=&#8221;19px&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;|||50px|false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221; icon_font_size=&#8221;32px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/iosxpert.biz\/en\/daylite-academy\/#us\" target=\"_blank\" rel=\"noopener noreferrer\">Daylite Academy Courses<\/a><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb use_icon=&#8221;on&#8221; font_icon=&#8221;&#xe028;||divi||400&#8243; icon_color=&#8221;#ef8b23&#8243; icon_placement=&#8221;left&#8221; image_icon_width=&#8221;32px&#8221; content_max_width=&#8221;390px&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;|600|||||||&#8221; header_font_size=&#8221;14px&#8221; header_line_height=&#8221;1.4em&#8221; body_font=&#8221;||||||||&#8221; body_text_color=&#8221;#e09900&#8243; body_font_size=&#8221;19px&#8221; body_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; custom_margin=&#8221;|||50px|false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; animation=&#8221;off&#8221; border_color_all_image=&#8221;rgba(0,0,0,0.1)&#8221; icon_font_size=&#8221;32px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\" target=\"_blank\" rel=\"noopener noreferrer\">HelpCenter Articles<\/a><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.26.6&#8243; custom_padding=&#8221;22px||22px||true|&#8221; global_module=&#8221;238786&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; width_tablet=&#8221;&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|phone&#8221; max_width_tablet=&#8221;&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;0px||0px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; link_text_color=&#8221;#2bb963&#8243; custom_margin=&#8221;||-20px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">This function belongs to the section: <span style=\"color: #ff6600;\"><a style=\"color: #2bb963;\" href=\"\/en\/daylite-crm-software\/daylite-all-features\/#us\">Close More Deals<\/a><\/span>.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; 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include_categories=&#8221;433&#8243; excerpt_length=&#8221;150&#8243; show_more=&#8221;on&#8221; show_author=&#8221;off&#8221; show_date=&#8221;off&#8221; show_categories=&#8221;off&#8221; module_class=&#8221;et_blog_grid_equal_height&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;|600|||||||&#8221; width=&#8221;100%&#8221; custom_padding=&#8221;||1px|||&#8221; animation_style=&#8221;fade&#8221; animation_duration=&#8221;500ms&#8221; header_font_tablet=&#8221;&#8221; header_font_phone=&#8221;&#8221; header_font_last_edited=&#8221;on|phone&#8221; header_font_size_tablet=&#8221;&#8221; header_font_size_phone=&#8221;20px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221; custom_css_title=&#8221;min-height:50px;&#8221; custom_css_read_more=&#8221;margin-top: 25px;||display: block;&#8221; border_radii=&#8221;on|9px|9px|9px|9px&#8221; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;10px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_blog][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Billing &amp; 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