Setting up a slip blueprint

A slip blueprint is a preset for frequently used slips. If you are creating slips and specifying the same information for most of the fields in each slip, then you can set up a slip blueprint. For example, if you are working with a client whom you give a specific markup or discount rate all the time, you can create a slip blueprint that remembers this information each time you are creating slips for that client's projects. Or, if you are selling a certain product often, you can set up a slip blueprint. Using blueprints for creating slips saves you time.

To set up a slip blueprint in the Preferences

  1. Choose Billings > Preferences.

    The Billings Preferences window opens.

  2. Click Blueprints.
  3. Click the + button.

    A New Blueprint window opens.

  4. Enter the appropriate information. Click OK.

    Billings adds the blueprint to the list of blueprints in the Preferences. When you make a new slip, the blueprint you just created is available from the Use Blueprint pop-down menu in the slip window.

  5. Close the Billings Preferences window.

If you have already created a slip with different settings and wish to create a blueprint from that slip, you can do so.

To create a blueprint from an existing slip

  1. Select a slip.
  2. Choose Slips > Create Blueprint from Slip.
  3. In the sheet that opens, enter a name for the blueprint.
  4. Click OK.

    Billings adds the blueprint to the list of blueprints in the Preferences. When you make a new slip, the blueprint you just created is available from the Use Blueprint pop-down menu in the slip window.

See also

About slip blueprints

Creating a new slip from a blueprint