Customizing categories

Categories are a way of grouping items that share common characteristics. Slip categories are useful for grouping slips generally by the kind of work they are used to track. For instance, if you are a writer, you may wish to group slips in research, writing, and editing categories.

Billings Pro comes with several predefined categories, but you can customize them to suit your working habits. You can add, delete, and manage categories in the Labels pane of Billings Pro Preferences.

To add a Slip Category

  1. Choose Billings Pro > Preferences.
  2. Click Labels.
  3. Click the Categories tab.
  4. Under Slip Categories, click the + button to add a new slip category.
  5. Type a name for the slip category.
  6. Click Sync.

To delete a Slip Category

  1. Choose Billings Pro > Preferences.
  2. Click Labels.
  3. Click the Categories tab.
  4. Select the slip category and click the - button.
  5. Click Sync.

Slip categories can be applied either to a new or existing slip, by choosing one from the Category pop-up menu in the Slip window.

See also

About categories

About slips