About Slip Blueprints

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.

For example, if you consistently perform a certain task for each client for a fixed rate, but always want to record how long the task takes, you can set it up as a fixed slip blueprint. Using slip blueprints for creating slips saves you time.

You can set up slip blueprints in the Blueprints pane of Billings Preferences, or by selecting a slip in a list and choosing Slips > Create Blueprint from Slip.

See also

Setting up a slip blueprint

Creating a new slip from a blueprint

Making an estimate slip

Making a working slip