How do I convert a Billings 3 invoice to use with Billings Pro?
When you migrate from Billings to Billings Pro Cloud, the templates are automatically converted for you. You can see them in Billings Pro > Preferences > Templates. If your templates did not convert, you can follow the steps below:
If you have created a custom invoice in Billings and now want to use it in Billings Pro, follow these steps:
- Launch Billings Pro-> Design-> Conversion-> convert Billings 3 templates to Billings Pro.
- When the source folder opens up press on [command]+[shift]+[g]. In the window that opens up, paste in
- Once done, you can then go to Billings Pro-> Preferences-> Templates-> click on the [+] button and add the template into your account.
- From here, select the template and click on the edit icon at the bottom to edit the template.