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You can Edit the Invoice. Open a client return, Tools > Billing >Edit Invoice make the changes, then save on exit.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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I'm using Lacerte and do not have the Billing option under Tools. Is there another place to make this change?
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You can ask over in the Lacerte Community, I'm sure someone can direct you
https://accountants.intuit.com/community/lacerte-tax/discussion/03/302
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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I followed the Tools/Billing but was not able to see Edit Invoice. In either the EF client view or an individual client. I am simply trying to change the phone number on the client invoices.
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"I am simply trying to change the phone number on the client invoices."
I think that pulls from the Tax Preparer Info section, but you could go directly to the Invoice and edit it
Open any client file Tools > Billing > Edit Invoice
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪