What is 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 must 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:

  1. Choose Billings Pro > Preferences.
  2. Click Blueprints.
  3. Click the + button. A New Blueprint window opens.
  4. Enter the appropriate information.
  5. 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.
  6. Click Sync. 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:

  1. Select a slip.
  2. Choose Slips > Create Blueprint from Slip.
  3. In the sheet that opens, enter a name for the blueprint.
  4. 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.

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