invoice design

ed8643

I have been using Quicken home and business for 30 plus years. I do not remember how I got our invoice design into Quicken. We have our logo and our colors, etc. And our general information. Our email has changed and I need to change that.

Any ideas? thanks!

Quicken Kristina

Hello @ed8643,

Thank you for coming to the Community with this question. The invoice design would have been set up through the Design invoice forms… option (Business tab, Business Actions>Invoices and estimates>Design invoice forms…).

That should open the forms designer window. If you have multiple invoice templates, you would need to select the template you need to update. In the forms designer, the field you'd need to update depends on where you initially put your email.

Click the gear icon next to Invoice Layout, and it will open the Edit Layout window. Edit as appropriate, then click OK. Verify that everything appears the way you want it to. Then, click the Layout dropdown and select Save to save your changes.

For more information on editing and creating invoices, see this article: https://info.quicken.com/win/how-do-i-create-or-edit-an-estimate-or-invoice#HowdoIcreateoreditanestimateorinvoice?-Step3:Customizeinvoicedetails

I hope this helps!