Making a working slip
A slip corresponds to a task or a small series of tasks which eventually become line items in an estimate or invoice. Slips can either be estimate slips or working slips, depending on the stage a project is at. Working slips represent the actual work you do for a client, a product you sell, a mileage, or an expense. Each working slip becomes an individual line item on an invoice.
If you send estimates to clients, then you can convert an estimate slip into a working slip. If you don't send estimates to clients, you may want to create a working slip right away.
To create a working slip
- Select a client.
- Select a project.
- Choose Slips > New Working Slip.
A new slip window opens.
- Enter the appropriate information. Keep in mind the following:
- You can apply a category to the slip in the Category pop-up menu. Categories are useful for grouping slips and keeping related slips together.
- You can choose what type of slip you want to create in the Kind pop-up menu.
- If you have working slips that you want to send to a client in an invoice, choose Billable. If you want to create a working slip just for your reference, choose My Eyes Only. Billings shows an eye in the slips list to clearly distinguish the slips marked as My Eyes Only.
- Click OK.
Billings creates a new working slip.