Billings Pro Help
Index

# Making an estimate 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.

Estimate slips represent guesses of how long something will take or how much it will cost. You can create an estimate from several estimate slips, and once you have the client's approval, convert them into working slips.

## To create an estimate slip

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

   A new slip window opens.

4. Enter the appropriate information. Keep in mind the following:
   - In the Category pop-up menu, you may select a category for the slip. Categories are useful for grouping slips and keeping related slips together.
   - In the Kind pop-up menu, you may select what kind of slip you want to create—such as fixed, quantity, etc.
   - If you have estimates that you want to send to a client, choose Billable. If you want to create an estimate just for your reference, choose My Eyes Only. Billings Pro shows an eye in the slips list to clearly distinguish the slips marked as My Eyes Only.
   - To add comments, click the Comments tab.
5. Click OK.

   Billings Pro creates a new estimate slip.

## See also

About Slips

Setting up a slip blueprint