Basic Business Account Setup

Skylight is primarily an online business management software and with that functions as a task management, time billing and online invoicing app for your business. Being able to perform so many operations means there are few things that you need to do to get the most out of your account on Skylight. In this chapter, […]

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Headers And Footers Setting up your logo and invoice format

For a complete business and online invoicing system its essential that you can customize headers and footers in your Skylight business account. The headers and footers in Skylight are fully customizable, with a full text editor and an HTML option. When an invoice is printed, a quote is sent as a PDF attachment, or when […]

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Custom Fields for Projects, People and Company Records

Custom fields are used in projects, contacts and are also available when filtering list of records. These are useful in case you need a specific field to enter values that can not be entered into existing fields for project or a contact record. You can also rename custom fields titles as per your requirements. Editing […]

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Import Data into Skylight

You can import contacts, tax rates and more into Skylight. We recommend that you import data at the earliest. This chapter covers the overview of what data can be imported. To import data into Skylight, the following information can be imported: Contacts: Import process divided between two separate processes, importing people and importing companies. Accounting […]

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Import Contacts - Companies

To import contacts into Skylight you will need to split your contact list into Person (people) and Companies. In this chapter we will import Companies contact details, and at the same time tell Skylight which contacts work at which companies, so all the relationships between Companies and Person (people) contacts are created for you on […]

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Tags And Tag Groups

You know how to organize information in a way that makes sense for your business and industry, but you don’t have the time to do it. This is where ‘Tags’ come in. By applying Skylight’s tags to contacts, resources and projects, you can filter and match projects to resources in an intelligent manner. Similar tags […]

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Add New Tax Rate such as GST, VAT, Sales Tax

Apart from your normal business management and project management tasks, Skylight works as a billing and simple accounting software and allows you to perform actions like online invoicing and billing actions. You can apply tax on individual line items on invoices and quotes such as sales tax, VAT and GST. But before you use ‘Tax […]

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