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
- Choose Billings > Preferences.
The Billings Preferences window opens.
- Click Blueprints.
- Click the + button.
A New Blueprint window opens.
- 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.
- 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
- Select a slip.
- Choose Slips > Create Blueprint from Slip.
- In the sheet that opens, enter a name for the blueprint.
- 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.