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Your custom templates from the Mac version will not be available in Billings Pro on ios 4ĥ Since the feature set of Billings Pro on ios varies from iphone to ipad, we will split these up into two sections. Billings Pro on ios has most of the features of Billings Pro Mac version except the following: Statements Editing templates Labels, envelopes Reports Invoice templates* Approvals * You can invoice from Billings Pro on ios but with limited invoice templates. All of the data you enter is stored on the device and you can periodically sync this data with your server whether it is a selfhosted server or a Marketcircle cloud account (self-hosting requires setup for syncing remotely). For the most part you can use Billings Pro on your ipad or iphone without the need for internet, but some of the features like invoicing and estimates require an internet connection to generate unique and sequential numbering. You will be able to create estimates & invoices, manage projects and clients, add payments, manage retainers and create a variety of billable slips. For your convenience we have a unified app in the App store so there is no confusion about which one to download. The look, feel, and feature set of Billings Pro on ios is slightly different on the iphone and ipad to maximize the benefits of each device. About Billings Pro on ios Billings Pro on ios can function as a companion for Billings Pro on the Mac, or as a stand alone app on your ios device. Please note that self-serve is no longer being offered as a solution. For more information on self-serve setup please read the Billings Pro user guide. #Move to billings pro cloud mac os xBillings Pro (client application) must be installed on a machine running Mac OS X Lion (version ) or higher. #Move to billings pro cloud installEventually you ll need to choose a subscription plan, either the free plan, paid monthly plans, or yearly discounted plan options If you plan to use Billings Pro on your Mac you ll need to install it from the Mac App Store Billings Pro for ios User Guide 3Ĥ Self Serve users The Billings Pro Server Admin application must be installed and configured on a server machine running Mac OS X Lion (version ) or higher. This can be done from within the app in the first run screen, or on the Marketcircle website. Other requirements Cloud Users To use Billing Pro for ios on your device(s) you first need to create a cloud account. #Move to billings pro cloud updateApple Watch users will need to use an iphone 5 or newer with ios 8.2 or later, as well as update to Billings Pro ios 1.9 or later in order to use Billings Pro for Apple Watch. ![]() Minimum space requirement: The application size is 12 MB though the actual database size can vary. Billings Pro 1.8 and later requires a minimum of ios 7 or higher. Billings Pro 1.7 and later requires devices capable of running ios 6 or higher. Device Requirements Devices supported: Billings Pro on ios 1.62 and earlier supports all ipod Touch and iphone models capable of running ios 4 (or higher). Workers with limited access should be using the Timecard interface which is covered in the Billings Pro user guide. Audience Billings Pro on ios is intended to be used by company owners, executives, and managers who have access to all features and data including client info, financials, reports, billing rates etc. Retainers 28 Customizing invoices on ios 29 Differences in the iphone interface 31 The Home screen 31 The Timer screen 32 All Invoices, Estimates, Projects & Clients 33 The Timer widget for Today View 35 Installing and configuring Billings Pro for Apple Watch 39 User Interface for Apple Watch 40 What preferences from Billings Pro are displayed in Billings Pro on ios? 42 Help and other resources 43 2ģ Overview Objective The purpose of this document is to give you a rich tour of the Billings Pro on ios app. 1 Billings Pro ios User Guide (Last updated: Feb 15th, 2016)Ģ Table of Contents Table of Contents 2 Overview 3 Objective 3 Audience 3 Device Requirements 3 Other requirements 3 About Billings Pro on ios 4 Synchronization 5 Using Billings Pro 5 What is a Slip? 5 Kinds of Slips 6 What is a Project? 6 Installing and configuring Billings Pro on your ipad & iphone 7 User Interface for ipad 8 The Home screen 8 Estimates 11 Invoices 12 Projects 16 Clients 18 Settings 19 Workflow suggestions 21 A. ![]()
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