About the Projects view

The Projects view shows all the projects you are working on for a client including any estimate slips or working slips linked to the project. You can go to the Projects view by choosing View > Projects. When you create a new project for a client, the project is visible in the Project list. You can control what information concerning a project is shown in Billings by right-clicking the table header row and selecting what you want to see.

Working from the Projects view, you can create estimate slips and send estimates. When the client approves your estimate, you can start working. Or, if you don't use estimates, you can create working slips, start working right away, and send invoices. For both estimate slips and working slips, you can control what information is shown by right-clicking the table header row and selecting what you want to see.

When you select a client, the projects list updates to show all the projects for that client only. When you view the estimate slips (View > Estimate Slips) or working slips (View > Working Slips), Billings shows only the estimate slips/working slips for the project you have selected.

To resize the slips or projects list, hold down the Option key and click the vertical or horizontal split bars. Your cursor turns into a hand symbol. Now, drag to resize. This will allow you to hide the slips area when working with projects or vice versa. This is useful when you have a long list of projects or slips, as you can focus only on what you are working with. You can also hold down the Option key and drag the resized areas. This will expand the window, instead of just resizing the view.

See also

About the Billings workflow

About the Account view