
Sorting slips in an estimate or invoice
You can sort slips in either ascending order or descending order. The easiest way to do this is just sort the table view in the Estimate Slips/Working Slips tab by clicking on the column headers.
To sort slips when sending an invoice
- In the Invoice window, click the Slips tab.
- Click the column header and sort slips in either ascending or descending order. Otherwise, you may simply select, drag, and drop to arrange slips the way you want them on the invoice.
- Click Preview.
The same method can be used for estimates also.
Billings Pro 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
- Choose Design > New Invoice.
- Enter a name for the invoice. Click Next.
- Select 'Use an existing layout or report as a starting point.'
- Select a layout and click Next.
- To change the default paper size, click Change.
- Enter your preferences in the Page set up box. Click OK.
- Click Next.
- In the Design window, select the invoice table.
- Open the 'Sorting' inspector on the right-hand side of the Design window.
- Click the '+" button to add a new sorting field.
- In the Field pop-down menu, select startDateTime.
- To sort in ascending order, enable the 'Ascending' checkbox. Click OK.
- Save the invoice design in Home > Library > Application Support > Billings Pro > Templates.
The next time you use this invoice design to create an invoice, Billings Pro shows the start date and sorts the slips based on the criteria you specify.