Tracy Lee Posted February 15, 2021 Report Posted February 15, 2021 How do I set my ATX invoice so the template is the same for every client, so I do not have to keep selecting my options for each individual client? Quote
GraceNY Posted February 15, 2021 Report Posted February 15, 2021 Go to "forms." Click "customize master forms." Look for invoice/billing. Make changes and save them. Also, it may not work on a return that you already prepared or is in process. Only for returns that you start after that change. Quote
Tracy Lee Posted February 15, 2021 Author Report Posted February 15, 2021 Excellent. Thank you! Quote
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