Re: Client Letter and Invoice

MikeB_CPA

Neither my standard client letter nor invoice are showing all of my firm information, even though everything is included in the templates for each. Only the lines for firm phone number and email are showing up. Any thoughts on what might be causing this? Perhaps this is a system issue that will be addressed in an upcoming update?

Thanks.

Just-Lisa-Now-

Mine seem fine. Are you using the Standard or a Custom version of each?

Print Preview is blank as well or just once it prints?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

MikeB_CPA

I edited the standard version of each, but only to change some minor items in the body of the documents. I have made the same changes in prior years without any issues. Nothing I edited impacted the firm information on the document headers.

Just-Lisa-Now-

I do the same, standard letter with a few little changes.

So when I do a search for this, I get this info, I couldnt screen shot the entire thing and I cant really grab a link, but you should be able to see the entire thing if you use the same search keywords as I did

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

MikeB_CPA

Lisa,

This solved the issue! I would have had no idea how to get to this point without your assistance. Can't thank you enough, nor can I begin to understand how or why this occurred! Regardless, all seems to be working properly now.

Many many thanks!

Michael

Just-Lisa-Now-

good to hear you got it fixed!!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪