How do I change layout of an EXISTING invoice

Question

I have several different invoice layouts for several different businesses I run. I have created a detailed invoice, but I now see it uses the invoice layout for the wrong business. How do I switch just the layout for that specific invoice to use the correct layout/template, which already exists? I know how to create and edit layouts. I am asking how to SWITCH an EXISTING invoice to use the correct, different layout.

Quicken Home & Business

R58.9 - Build 27.1.58.9

twsf · Answer

This isn't good, as it limits how users can use the different invoices types. Are there any Quicken devs who can comment here, or add to their to-do list making both types of these invoices form-editable after the fact?

UKR · Answer

OK, thanks for responding.

You didn't say that you're talking about Vendor Invoices.

AFAIK, you can create or customize Customer Invoices, but you can't create or customize new Vendor Invoice layouts.

A Vendor Invoice is assumed to be for internal use only and not meant to be mailed to a vendor.

It appears that it pulls the form layout from some hardcoded default. Your business address is taken from a Company Address Information used in a Customer Invoice form.

Bottom line: I don't know where exactly the Company Address on the Vendor Invoice is taken from if you have more than one business and how to make it business-specific. You cannot use the Forms Designer to create custom Vendor Invoices for each of your businesses.

twsf · Answer

Thanks, unfortunately that's not what I see: