Hi Fritz,

We are talking about two different items to edit.  Here is the use case that I am tryin go to solve:

1. Open Create Invoices - Accounts REceivable dialogue

2. complete invoice details

3. SAve

4. Click "Email" from the menu.

5. An email opens, attaches the invoice just created and prepares the to, subject, etc to email the invoice to the customer.

In Step 5 - the information populated into the body of the email is now incorrect.  So, Use case 2:

1. Open Edit > Preferences > Send Forms

2. Click Company Preferences Tab

3. Select Basic Invoice from the list

4. Click Edit and make changes

----ERROR - No Save button or acknowledgment of the change. I "X" out of the form from the top right, "Ok" out of preferences. Repeat use case 1 and no change has been made. 

Use Case 2 - Step 4-Alt =: Click "Add Template"   

In the last test - Step 4-alt, it actually worked today. So this resolves my issue today. I hope the steps above helps with the first option in the software.