About the Projects view

The Projects view and Account view are the 2 major views for working with Billings Pro. The Projects view displays all the projects you have set up for a client and important information about each one of them. The top area of the Projects view has the Project list and the bottom area has the Estimate Slips and Working Slips tabs.

The Project list shows information about your projects (such as code, due date, state, time etc). You can customize what fields you see by right-clicking the project header and selecting the fields you want. The order of display of the project headers can also be customized by simple drag and drop. Thereby, only important and meaningful information is shown in the order you have chosen.

When you select a project in the Project list, the Estimate Slips tab shows the slips you've set up for sending an estimate. You can select the estimate slips and start working. Billings Pro converts the selected estimate slips into working slips which will eventually become the individual line-items on an invoice.

See also

About the Billings Pro workflow

About the Account view