![]() ![]() If you re using an older version of Billings Pro and find some incompatibility, please contact us at and we ll assist you. This document assumes that you re using the latest version of Billings Pro. If you forget to buy your Billings Pro license and the trial expires, you will not lose any data. ![]() After 30 days, you must buy Billings Pro to continue using it. Billings Pro features a 30 day trial period. Cloud customers can ignore most references to the Billings Pro server as their database is hosted on Marketcircle s cloud server. There are other guides available for the other apps and these are referenced at the end of this document. This guide discusses the Billings Pro app with an emphasis on the Mac version. These include Billings Pro on the Mac, Billings Pro Server, Billings Pro on ios, & Timecard. 1 Billings Pro User Guide (Last updated: August 25th, 2014) Quick Tip - To search for a specific word, use the command+f keyboard shortcut to open the seach fieldĢ Table of Contents Overview 5 System Requirements 5 Licensing Billings Pro 6 Ecosystem 6 Background Sync 6 Installing Billings Pro 7 Billings Pro Setup Assistant 7 The Billings Pro User Interface 9 The Sidebar 10 The Projects list 12 The Estimate Slips tab 13 The Working Slips tab 13 The Account view 14 Billings Pro workflow 16 About Clients 17 Adding a client 18 About Projects 19 Making a new project 20 Working with Slips 20 Creating an estimate slip 22 Sending an estimate 22 2ģ Starting work from estimate slips 23 Creating a working slip 24 Working with timed slips and timers 24 Making timed slips 26 Starting timers 26 Working with Approvals 27 Sending an invoice 29 Sending a project invoice 31 Sending a consolidated client invoice 32 Creating a Pro Forma invoice 33 Receiving a payment 34 About Statements 35 Sending a statement 35 Setting up recurring invoices 36 Working with multiple currencies 38 Searching 41 Reports 42 Customizing Billings Pro 43 General 44 Timers 44 Hot Keys 45 Identity & Rates 45 Currencies 46 Taxes 47 3Ĥ Blueprints 47 Templates 48 Numbering 48 Labels 49 Extra Fields 49 Cloud 49 Exporting data 50 Help and other resources 50 4ĥ Overview The Billings Pro solution consists of multiple applications. ![]()
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