How do I convert a Billings 2 template into a Billings 3 template?

All Billings 2 templates should be converted into Billings 3 templates for them to function properly in Billings 3. These templates can include reports, print layouts, estimates, invoices, labels, label sheets, and envelopes. If you are upgrading from Billings 2 to Billings 3, Billings automatically does this conversion. However, if you have already upgraded to Billings 3 and want to do a conversion for a Billings 2 template you have newly acquired or you notice that the conversion has failed in a certain template, then you can do the conversion manually.

You can opt to convert 1 template at a time. Or, you can also bulk convert all the templates in an entire folder into Billings 3 templates.

To convert a Billings 2 template into a Billings 3 template

  1. Choose Design > Conversion > Convert 2.x template to 3.x.

    Billings opens the Templates folder.

  2. Select a template that you wish to convert.
  3. Click Open.

    Billings converts the document and opens the template in the Report Designer.

  4. Save the template.

All Billings 2 templates have the file extension .bitemplate; however, when you convert them into a Billings 3 template, the file extension changes to .bitemplate3. By default, the Templates folder with all the Billings templates is located at Home/Library/Application Support/Billings/Templates.

To bulk convert Billings 2 templates in an entire folder into Billings 3 templates

  1. Choose Design > Conversion > Bulk Convert 2.x template to 3.x.

    Billings opens the Templates folder.

  2. Select a folder having the templates you want to convert.
  3. Click Source Folder.
  4. Specify a destination folder where the Billings 3 templates should go after the conversion.
  5. Click Destination Folder.

    Billings converts all the Billings 2 templates in the source folder into Billings 3 templates and puts them in the destination folder.

See also

Converting invoices into estimates

Converting invoices into statements