Pro Accounting 2008 Vista: Problem using a customized service invoice.

[ncimino]

I am new to this forum and have just started using Peachtree. I have the
Peachtree Pro Accounting 2008 Vista version. I was trying to customize a service invoice; so I needed to create a customized service invoice first. I did that by clicking on customized invoice and deleting certain fields. The problem is I saved it, because I did find it in the Report and Forms category; but I was unable to use it as my default service invoice. I tried to select this specific customized service invoice; and I was unable to do so. I need to get a service invoice out to my customer today; and I am unable to open it. I have saved this customized service invoice as my renamed template; but I am confused how to access it. Can someone help me?

Thank you,

Nancy

[rick Prindivill]

Peachtree provides a Service Invoice data input screen and related Service Invoice form, which can be modified further, if necessary and saved. Open Peachtree and Tasks - Sales Invoice and click on the Icon - LAYOUT. Select 'Predefined Service'. You can modify or customize this screen further by clicking on Layout and 'Customize'. You will note that this layout provides a default form for printing as a SERVICE INVOICE. You can also modify this Invoice form and saved with a new name, and later selected under LAYOUT - Customize - OPTIONS For PRINTED FORMS, where you can select your version of the Service Invoice as your default form. When finished, click on SAVE.