Creating a new slip from a blueprint
A slip blueprint is a preset for frequently used slips. It is a template that has information for you to quickly create and use slips. Slip blueprints are useful if you repeat similar tasks frequently for many clients, or if you regularly sell certain products or incur certain expenses.
If you have already set up slip blueprints, you can apply them to new slips that you create.
To create a new slip from a blueprint
- Choose Slips > New Estimate Slip (Or, Slips > New Working Slip).
- In the slip window, click the Use Blueprint pop-down menu.
- Select a blueprint from the list.
Billings applies the settings of that blueprint to the new slip you are creating.
- Enter any other information as appropriate. Click OK.