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Multiple Layouts for invoices

unknown

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

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UKR

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

Got it. Thank you.

mshiggins

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.