Changing Master Forms

[BulldogTom]

Help please. I want to make some chages to the billing master. Make some permanent choices (bill by form, show forms on front page of invoice). I do it every year and I think I forget how every year. Can someone please refresh my memory?

Thanks

Tom

Lodi, CA

[Danielle]

Close any return you have open.

In the return manager, click the Forms menu, then click "Customize Master Form".

In the find box, type "Billing" and you'll be able to make changes to the master billing schedule.

Remember to save the form before closing

Then, any time you add your billing schedule to a return, you'll see the changes you made.

Hope that helps, Tom!

[BulldogTom]

Thanks Danielle.

I forgot that I can't have a return open. DUH!

Tom

Lodi, CA