Making a working slip

A slip corresponds to a task or a small series of tasks which eventually become line items in an estimate or invoice. Slips can either be estimate slips or working slips, depending on the stage a project is at. Working slips represent the actual work you do for a client, a product you sell, a mileage, or an expense. Each working slip becomes an individual line item on an invoice.

If you send estimates to clients, then you can convert an estimate slip into a working slip. If you don't send estimates to clients, you may want to create a working slip right away.

To create a working slip

  1. Select a client.
  2. Select a project.
  3. Choose Slips > New Working Slip.

    A new slip window opens.

  4. Enter the appropriate information. Keep in mind the following:
    • You can apply a category to the slip in the Category pop-up menu. Categories are useful for grouping slips and keeping related slips together.
    • You can choose what type of slip you want to create in the Kind pop-up menu.
    • If you have working slips that you want to send to a client in an invoice, choose Billable. If you want to create a working slip just for your reference, choose My Eyes Only. Billings shows an eye in the slips list to clearly distinguish the slips marked as My Eyes Only.
  5. Click OK.

    Billings creates a new working slip.

See also

About Slips

Converting an estimate slip to a working slip

Setting up a slip blueprint