Thanks or getting back to this thread, @Impax.
Allow me to share information about customizing a template, so you'll be able to use it without going back to the original form.
You’ll have to set the template as default in order to apply this to the following invoices. Let me show the steps:
- From the Customers menu, choose Create Invoices.
- Click Formatting.
- Select Manage Templates.
- Choose and select the template you created.
- Click OK then OK.
For additional details about customization, you can check this article: Use and customize form templates.
I’ve also attached a link that contains basic information about running a report and its features: Customize reports in QuickBooks Desktop.
This should get you in the right way, Dave. Take care.
