Edit Invoice Template

LBeck

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.)

Greg_the_Geek

From Quicken --> Business tab --> Business Actions --> Invoices and estimates --> Design invoice forms

LBeck

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!