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.)

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 ✭✭ December 2022 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!

This discussion has been closed.

Categories

©2024 Quicken Inc. All rights reserved. Quicken is a registered trademark of Rocket Mortgage, LLC, used under license.
Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice.

Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025

Privacy Policy