I understand that the moderators are tasked with finding solutions so our posts can be closed out, but...
"Customize Invoices Templates" feature mentioned in your post is yet another sore subject. Whenever I want to waste 2 hours out of my day I tinker with the templates feature and then end up closing it in frustration with a barely improved template. It is unbelievably difficult to use the features to make templates better and it starts with the inability to even see full fields on the main screen of an Estimate, invoice, PO, etc. (such as the memo field or even full addresses). Then the template screen cannot be zoomed easily to enlarge it on a big monitor. I'm not a novice user either; I've used QBD Enterprise for 15 years and I'm an advanced Excel and Word user. And why can't the Bill screen be customized? I have to manually type so much info because I cannot capture info I need from the PO. Not much is more aggravating than trying to customize QBD.
And please don't recommend the e-mail templates feature either - it's even worse than the document templates. Allowing only one e-mail template per document type wastes more time when sending my invoices or PO's, as I have to manipulate the message every single time because we send different types of messages based on what vendor or customer we're sending to. Ideally, it should work similar to Outlook templates where you click on a box to select from a list of templates you want to use, so you can pick the one for whichever condition or status that you need to address in your memo.
