Edit Invoice Template

LBeck
LBeck Quicken Windows Subscription Member ✭✭
edited January 2023 in Registers & Transactions (Windows)
I need to delete one of the phone numbers on my invoice template. I know how to create a new template but not how to edit an existing one. Can someone help? (I'm using Quicken Home, Business, and Rental Property.)
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Answers

  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    From Quicken --> Business tab --> Business Actions --> Invoices and estimates --> Design invoice forms
    Quicken Subscription HBRP - Windows 10
  • LBeck
    LBeck Quicken Windows Subscription Member ✭✭
    edited December 2022
    Never mind...found it! The part no one ever told me: after going to "Design invoice forms", you must go to "Layout" and "Open". Then I was allowed to choose my "Invoice Default", which was the one I was trying to edit. Sometimes persistence pays off!
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