Tracy Lee Posted February 15, 2021 Report Share 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 Link to comment Share on other sites More sharing options...
GraceNY Posted February 15, 2021 Report Share 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 Link to comment Share on other sites More sharing options...
Tracy Lee Posted February 15, 2021 Author Report Share Posted February 15, 2021 Excellent. Thank you! Quote Link to comment Share on other sites More sharing options...
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