How do I convert Billings 3 templates into Billings Pro templates?

All Billings 3 templates must be converted into Billings Pro templates for them to function properly in Billings Pro. These templates can include reports, print layouts, estimates, invoices, labels, label sheets, and envelopes. If you are migrating or restoring a Billings 3 database in Billings Pro, this conversion is done automatically. However, if you have already upgraded to Billings Pro and want to do a conversion for a Billings 3 template you have newly acquired or you notice that the conversion has failed in a certain template, then you can do the conversion manually.

Working from Billings Pro, you can bulk convert multiple Billings 3 templates into Billings Pro templates. All Billings 3 templates have the file extension .bitemplate3; however, when you convert them into a Billings Pro template, the file extension changes to .bptemplate. By default, the Templates folder is located at Home/Library/Application Support/Billings Pro/Templates.

To bulk convert Billings 3 templates into Billings Pro templates

  1. Choose Design > Conversion > Bulk Convert Billings 3.x template to Billings Pro 1.x.
  2. In the Finder window, select the location having the templates you want to convert. Click Source Folder.
  3. Specify a destination folder where the Billings Pro templates should go after the conversion. Click Destination Folder.

    Billings Pro converts all the Billings 3 templates in the source folder into Billings Pro templates saving them in the destination folder.

See also

Converting invoices into estimates

Converting invoices into statements