How do I convert a Billings 2 template into a Billings 3 template?
All Billings 2 templates should be converted into Billings 3 templates for them to function properly in Billings 3. These templates can include reports, print layouts, estimates, invoices, labels, label sheets, and envelopes. If you are upgrading from Billings 2 to Billings 3, Billings automatically does this conversion. However, if you have already upgraded to Billings 3 and want to do a conversion for a Billings 2 template you have newly acquired or you notice that the conversion has failed in a certain template, then you can do the conversion manually.
You can opt to convert 1 template at a time. Or, you can also bulk convert all the templates in an entire folder into Billings 3 templates.
To convert a Billings 2 template into a Billings 3 template
- Choose Design > Conversion > Convert 2.x template to 3.x.
Billings opens the Templates folder.
- Select a template that you wish to convert.
- Click Open.
Billings converts the document and opens the template in the Report Designer.
- Save the template.
All Billings 2 templates have the file extension .bitemplate; however, when you convert them into a Billings 3 template, the file extension changes to .bitemplate3. By default, the Templates folder with all the Billings templates is located at Home/Library/Application Support/Billings/Templates.
To bulk convert Billings 2 templates in an entire folder into Billings 3 templates
- Choose Design > Conversion > Bulk Convert 2.x template to 3.x.
Billings opens the Templates folder.
- Select a folder having the templates you want to convert.
- Click Source Folder.
- Specify a destination folder where the Billings 3 templates should go after the conversion.
- Click Destination Folder.
Billings converts all the Billings 2 templates in the source folder into Billings 3 templates and puts them in the destination folder.