Sorting slips in an estimate or invoice

If you want to ensure that your slips sort in a certain way, you can do so in Billings. You can sort slips in either ascending order or descending order. The easiest method to do this is just sort the table view in the Working Slips tab by clicking on the column headers.

To sort slips by clicking on column headers

  1. Select a slip in the Working Slips tab.
  2. Click the column header for the column you want to sort.

    Billings shows the column header with an arrow.

  3. Click the arrow to sort in ascending or descending order.
  4. Select the slips for invoicing. Choose Slips > Send Invoice.
  5. Click Preview.

    Notice that the slips that make up your invoice are arranged chronologically.

Billings has a feature that allows you to specify a sort order in the estimate/invoice design. You can start by manually creating your own invoice design using one of our existing templates and specifying your sorting criteria in the Report Designer. So, each time you make a selection of slips and generate an invoice, the slips are sorted chronologically depending on how you have set up.

To specify sorting criteria in the Report Designer

  1. Choose Design > New Invoice.
  2. Enter a name for the invoice. Click Next.
  3. Select 'Use an existing layout or report as a starting point.'
  4. Select a layout and click Next.
  5. To change the default paper size, click Change.
  6. Enter your preferences in the Page set up box. Click OK.
  7. Click Next.
  8. In the Design window, select the invoice table.
  9. Open the 'Sorting' inspector on the right-hand side of the Design window.
  10. Click the '+" button to add a new sorting field.
  11. In the Field pop-down menu, select startDateTime.
  12. To sort in ascending order, enable the 'Ascending' checkbox. Click OK.
  13. Save the invoice design in Home > Library > Application Support > Billings > Templates.

    The next time you use this invoice design to create an invoice, Billings shows the start date and sorts the slips based on the criteria you specify.

See also

Sending an estimate

Sending an invoice