Thanks.  I did chat yesterday concerning this.  The chat ended while the representative was Screen Sharing. He tried emailing me, and we were still able to pull up the In Private Window, I didn't feel anything was being accomplished.  I then ended the screen share.  I hope this added me to the list because I don't have that much free time in the next few days to do that again.  

To others who are experiencing this, you can Use the template without editing it first.  Edit it on the actual invoice and send.  I didn't experience issues doing this.  I know it will create a lot more work for me next month to sort out those templates to make extra changes, but it seems to be an "ok" work around.