Multiple Layouts for invoices

Unknown
Unknown Member
edited November 2018 in Business and Rental Property Tools (Windows)

I am using  Quicken 2018 Home & Business for Windows.  Can I create more than one layouts for invoices?  How?

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2018
    Within limits, you can customize the layout for customer invoices. Use the Forms Designer.
    From the Business tab click Business Actions / Invoice and estimates / Design invoice forms.
    Save your customized Invoice form under a name different from the default.
    You can select which invoice layout to use from the New Customer Invoice data entry dialog, field "Layout".
  • Unknown
    Unknown Member
    edited September 2018

    Got it.  Thank you.
  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited September 2018
    From C. D. Bales:



    "Can I create more than one layouts for invoices?"



    Yes.



    Business > Invoices and estimates > Design invoice forms > Layout > New



    [You may have to click a "Get Started" button after clicking "Design invoice forms", if you have never entered this dialog before.]



    When adding a new invoice transaction to an invoice account, you choose the appropriate layout from the invoice form "Layout" dropdown.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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