QUESTION: The address on the invoice template linked to our office is not correct. How can we change this address?
RESPONSE: To change the address shown in the invoice header, access the "Addresses" tab in firm defaults for the Courtney office which is launched from within firm properties of the Courtney office
To reach “Firm Properties” for the Courtney select “View – Firms” from the main menu bar. Once on the “Show Firms” form, highlight the firm and right-click to select properties. To reach the “Firm Defaults”, once on the firm properties form, navigate to the “Other” tab and press on the button “Firm Defaults” to launch the “Firm Defaults” form. Press Fn-F3 to use the keyword search to find affected fields within the properties form to be considered for modification, or navigate the form content from tab to tab.